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Patrick Dane Corrigan

West Coast Financial, LLC

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About Patrick Dane Corrigan

Patrick Corrigan is an Investment Advisor Representative at West Coast Financial, LLC. Patrick has been with West Coast Financial, LLC since June 2012 and is registered with the state of California. Patrick specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Patrick holds the Series 65 license. Patrick is also a Certified Financial Planner.

Firm Information

Patrick Corrigan is currently registered with West Coast Financial, LLC. West Coast Financial, LLC is a registered investment advisor headquartered in Santa Barbara, California. The firm manages assets for a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations. West Coast Financial provides a range of advisory services, including financial planning, portfolio management, and pension consulting. The firm manages over $1.89 billion in assets.
West Coast Financial, LLC

1435 ANACAPA STREET

SANTA BARBARA, CA 93101

$1.90B

Assets Under Management

9

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Corrigan’s Registration & Firm History

CA

06/18/2013 - Present

West Coast Financial, LLC (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 06/18/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Dane Corrigan.
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