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
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.
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.
Additional Information
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.
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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