Patrick Maher
Financial Advisor
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.
Education and Certifications
Who I work with
What guides my approach
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.
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.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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