Patrick McGrath

Financial Advisor

CFP^®, MBA

Patrick McGrath is a financial advisor in Allworth’s San Diego office. A graduate of nearby University of San Diego (Finance), where he also played Division I soccer, he later went on to earn his MBA from Arizona State University’s W.P. Carey School of Business. Born in Delaware, and partially raised in Munich, Germany, when asked about his advisory philosophy, he said: “I am passionate about providing high-quality and comprehensive financial planning services that empower clients to not only achieve their goals and aspirations, but gain peace of mind and have confidence about the future.” An avid traveler, golfer and soccer player, Patrick resides in San Diego.

Latest Insights

See more insights

The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

Download

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.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Patrick McGrath

Latest Insights

Helpful Tips

About Allworth