About Patrick Dinan, CFP®, CSRIC®
Hi, I’m Patrick and I’m an advisor serving forward thinking professionals who care about the environment and investing in a better world. I’m passionate about partnering with my clients to take the stress out of financial planning and investment management.
Like most clients I serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list.
My goal is to be your accountability partner in developing and executing your personalized vision. We will work together proactively to make sure you are moving forward with your personalized plan. Over the long run, this will save you time, money, and unnecessary stress so you can focus on what’s truly important to you.
When it comes to investing, I don’t believe you need to sacrifice your values to get higher returns. In fact, I believe the exact opposite. Through my research, I have found that in most cases, ethically challenged companies tend to underperform over the long-run. I seek to avoid these businesses so we can invest more of your hard-earned money on purpose-driven enterprises focused on building a better future.
The goal is to empower you while helping your bottom line. I view this as a win-win. As a signatory to the Divest-Invest movement, I avoid investing in any fossil fuel or carbon based companies. I will never use expensive and opaque mutual funds or try to time the market. I have found that successful investment strategies are well-diversified, disciplined and keep costs low.
Originally from Pittsburgh, my wife and I are proud Steelers fans. After spending the past fourteen years in California, we’ve rounded out most of the major cities including San Diego, San Francisco and now reside in Los Angeles.
When I’m not advising clients, you can find me at one of the local parks or beaches with my two young daughters.
I love swimming in the open water and over the years I’ve escaped from Alcatraz, swam under the Golden Gate Bridge and raced from San Diego to Coronado.
I enjoy science fiction and reading about how future trends will impact our economy. To me, there is nothing better than relaxing with friends and family while sharing a great meal and a nice bottle of wine.