Patrick McGrath
Financial Advisor
CFP®, MBA
Patrick McGrath is a CERTIFIED FINANCIAL PLANNER® professional based in Allworth’s San Diego, California, office who serves clients across the country. A graduate of nearby University of San Diego (Finance) where he also played Division I soccer, he 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, Patrick is passionate about providing high-quality financial planning services to help his clients gain confidence in the future. An avid traveler, golfer, and general sports enthusiast, Patrick lives in San Diego. He is also a member of the Rotary Club of Del Mar.
My process is simple: I listen first. I encourage clients to openly share their needs, goals, and concerns, because the more I understand their full financial picture, the more personalized and effective their plan can be. Every recommendation I make is grounded in their unique situation, values, and aspirations.
I also focus on creating an environment where clients feel comfortable and confident—not just in working with me and Allworth, but in the decisions they’re making about their financial future. I aim to understand the “why” behind each goal, and by asking the right questions, I’m better equipped to guide the planning process in a meaningful way.
As a fiduciary, I prioritize transparency, open communication, and reliability throughout our relationship. I take the time to truly get to know each of my clients, whether they’re preparing for retirement, growing wealth, navigating a life change, or seeking clarity in a complex financial landscape. I view every relationship as a long-term partnership, with ongoing conversations and thoughtful adjustments as life evolves.
I truly value the relationships I build with each of my clients. Whether celebrating life’s exciting milestones or navigating unexpected challenges, I’m there every step of the way. Any opportunity to reduce stress, provide guidance, and offer peace of mind is deeply meaningful to me—and it’s at the heart of everything I do. I enjoy making a real, lasting impact in my clients’ lives.
CFP®: CERTIFIED FINANCIAL PLANNER®
MBA: Master of Business Administration
Helping my clients gain clarity and confidence about their finances is incredibly rewarding and something I take immense pride in providing.
Latest Insights
How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors
Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.
Read more
Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?
Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.
Read more
6 Financial Confessions Successful Investors Admit—Behind Closed Doors
Even the most accomplished investors occasionally get it wrong. Here’s what they quietly admit, and how to avoid the same costly missteps.
Read more
