Patrick O'Hara (CFP®)
Patrick O'Hara focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Medical Professionals
- Retirement Planning & Distribution Rules
- Business Owners
- Corporate Executives
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
Patrick is a Senior Wealth Advisor working directly with clients on all matters related to financial planning and investment management. He is a graduate of Stanford University with a bachelor’s degree in economics (1987). He is a CERTIFIED FINANCIAL PLANNER practitioner.
Patrick has over thirty years of experience in the financial services industry as a credit analyst, commercial lender, financial planner, portfolio manager and investment advisor. He joined EP in 2024 after his previous firm Wacker Wealth Advisors was acquired by EP. Prior to joining EP, Patrick served as a Wealth Advisor and shareholder of Wacker Wealth Partners for seventeen years.
Additional Information
EP WEALTH ADVISORS’ regional office located in San Luis Obispo, California provides comprehensive wealth management, financial and investment planning, and investment management services on a strictly Fee-Only basis to individuals, families, and fiduciaries (trusts, foundations, and estates).
NAPFA Start Date
December 09, 2008
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