About Patrick Dinan, CFP®
My name is Patrick Dinan. I’m an advisor serving forward thinking professionals who care about the environment and strive to make the world a better place. 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 die-hard Steelers fans. After spending the past decade in California, we’ve rounded out all 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 adventurous daughter. 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.
It's hard to believe we are more than halfway through 2018! So much has happened and the markets have been exciting to watch (at least for me). Today I'll recap some of the more interesting developments and shine a spotlight on an important area of sustainable investing.
Humanity is faced with an existential crisis and only 58% of the US public believes that climate change is mostly human-made!
- Divest-Invest Movement
- Generation X
- Socially Responsible Investing (SRI)
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $100
- Flat Fee: $500
- AUM: .84