Patrick Phillips

Patrick provides his clients with ongoing guidance and insights, customized financial strategies, and planning resources. Further, Patrick has the added benefit of 15 years of industry experience, bringing his clients confidence in progressing towards their goals. Patrick takes a disciplined approach to financial planning, first understanding you and your priorities, building a financial plan including “stress tests”, then implementing your plan while incorporating any additional efficiencies uncovered along the way. Patrick measures his success by seeing clients achieve their goals, especially when he is able to tell clients that they work because they want to, not because they have to. 

Patrick began his career 15 years ago at Wells Fargo followed by advising clients at Merrill Lynch for over eight years. Patrick recently joined the FB Investment Services team with the intention of expanding his expertise in equity compensation, estate planning, 529 plans, and LGBTQ+ planning.

As a Financial Advisor, Patrick holds his Series 6, 7, 65 & 63 FINRA licenses, held through LPL Financial.. He attended both Loyola University Chicago and University of San Francisco, studying Philosophy and Politics. Additionally, Patrick studied abroad in Budapest, Hungary as an exchange student. He is active in his local community as a Board Member of a local children’s museum called Habitot. Patrick is also a 7th generation California native, with roots both in the Central Valley and the Bay Area. Patrick lives in the Oakland Hills with his husband, Corey and his dog, Thunder.