Patrick Chu (CFP®, CPA, MBA)
Patrick Chu focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- Divorce Planning
- Hourly
- Medical Professionals
- Retirement Plan Investment Advice
- College/Education Planning
- Corporate Executives
- Divorce Planning
- Hourly
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
- Advising Entrepreneurs
- Advising Business Owners
- Estate & Generational Planning Issues
- Charitable Giving Strategies
- Investment Management
- Tax Planning
Additional Information
Patrick is a co-founder of marrick wealth and is responsible for establishing and managing relationships with high net worth individuals. He began his career at The Ayco Company, L.P., a Goldman Sachs Company, counseling high net worth individuals in the areas of income tax, investments, and retirement planning. Most recently, he worked at MullinTBG Advisors as a VP of Wealth Management. Patrick has also worked at Macias, Gini & O’Connell LLP and PricewaterhouseCoopers LLP, advising clients on complex tax issues.
Patrick spent his youth in Sacramento, California. After meeting his wife, Linda, in Cornell’s MBA program, he moved back to Orange County, where they live with their baby girl. In his free time, you can catch him out on the tennis courts, improving his golf game, or managing his fantasy football team. He also enjoys cooking, movie-watching, going to the beach, and traveling.
NAPFA Start Date
March 25, 2015
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