Patrick Maher
Financial Advisor
858-263-1675
With over 40-years of wealth management experience, Patrick Maher is a financial advisor in Allworth’s San Diego, California, office. A former student at the University of San Diego, and a graduate of Western Michigan University, in addition to holding numerous securities licenses, Pat has earned his Certified Financial Manager (CFM) certification. When asked about his approach to advising, he said: “My professional focus is to deliver the highest possible standard of financial planning and investment management advice to individuals and families. Because communication is so important, I take great care to educate clients so that they clearly understand why I make the recommendations that I do, and that provides peace of mind and confidence about the the future.” A long-time resident of La Jolla, Pat and his wife Mary are the proud parents of two daughters, who are graduates of UCLA and UCSB.
With over 40-years of wealth management experience, Patrick Maher is a financial advisor in Allworth’s San Diego, California, office. A former student at the University of San Diego, and a graduate of Western Michigan University, in addition to holding numerous securities licenses, Pat has earned his Certified Financial Manager (CFM) certification. When asked about his approach to advising, he said: “My professional focus is to deliver the highest possible standard of financial planning and investment management advice to individuals and families. Because communication is so important, I take great care to educate clients so that they clearly understand why I make the recommendations that I do, and that provides peace of mind and confidence about the the future.” A long-time resident of La Jolla, Pat and his wife Mary are the proud parents of two daughters, who are graduates of UCLA and UCSB.
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- Patrick Maher, Allworth Financial Advisor
More About Patrick:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
23,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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