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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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/18/2013 - Present
West Coast Financial, LLC (SANTA BARBARA CA)
IA
Issued 06/18/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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