What words do people use to describe you?
Patient, humble, caring, and honest.
What are you most grateful for?
I am grateful for family, God, and friends. Also, the opportunity to own a business which can lead to helping others do well in life.
What is the best advice you have ever been given?
Life is not easy, never judge another person, and always ask how you can help. Have an opinion but be measured in how you share your opinion. It is important to have a conversation. Lecturing someone is not having a conversation. Your success is directly related to making others successful.
What life lesson did you learn the hard way?
You can do everything right and things can still go wrong. What is important is balance. Never gloat, and never play the victim card. Own it. Live life to the best of your ability. Followers always blame others for their circumstances. Leaders always look in the mirror and ask what could I have done better, and then they adjust and move on.
Pat has been a financial services professional since 1986, beginning his career with Kidder, Peabody and Co. In 1994, he moved his practice to Wells Fargo Advisors where he served as senior advisor of the Guinet & Nguyen Wealth Advisory Group. With partners Hung Nguyen and Casey Bartels, he founded Guardian Financial Partners in 2017, in order to serve his clients as a fiduciary – always acting in their best interest.
Pat earned a bachelor’s degree in economics with an emphasis in international trade from the University of California, Irvine. He also received the Certified Investment Management Analyst (CIMA®) designation by completing coursework through the Investment Management Consultants Association and the Wharton School of Business. The CIMA® designation focuses on all aspects of the investment management consulting process and requires ongoing continuing education and professional development.
Pat lives in Coto De Caza, California with his three boys; Brennan, Elliot and Evan, and their three dogs; Rylee, Buddy, and Bear. He has been involved in several philanthropic organizations: President Northwood Little League (2 yrs.), President, Beckman Baseball Boosters (2 yrs.), and recently President, Beckman High School Super Boosters (2yrs.)
