Patrick Weishan

Patrick Weishan

Investment Advisor Representative

Pat focuses his business on helping clients to meet their financial goals and objectives through personal service employing the fiduciary standard with all his clients.

Pat graduated from Valhalla High School in El Cajon, and went on to attend the University of California, Berkeley.  He transferred to the University of California, San Diego, and graduated in 1987 with a BA in Management Science.  Pat was a double minor as well, in Psychology and Biology.  Pat went on to play professional golf for 4 years, winning two mini-tour events.  One of his sponsors was Farmers Insurance, which spurred his interest in the Financial Services industry.  Pat obtained his securities and insurance licenses in 1990, and became a corporate Registered Investment Advisor Representative in 1997.

Pat focuses his business on helping clients to meet their financial goals and objectives through personal service.  Pat works with many small business owners, helping them with their retirement and employee needs.  Pat also provides life, disability, health, and long term care insurance to help his clients meet their financial goals and objectives.

Pat lives in Tierrasanta with his wife of 26 years, Monica. They have two sons; Max who graduated from the University of Arizona in May of 2016 and received his masters from San Diego State in 2017, and Alex who attends the University of Notre Dame.  Both are tournament tennis players.  Pat still plays a little golf, and enjoys hiking and being outdoors.