Broker Check
Pat Phelan III, AIF®, MBA

Pat Phelan III, AIF®, MBA

Wealth Advisor

Welcome and thank you for taking the time to consider Optify Financial for your investment, financial planning, and insurance needs. I have spent my entire career assisting individuals, families, and organizations with pursuing their financial goals. Now I'd like to help you with yours!

Here's a bit about my background:

  • Wealth Advisor and Founder at Optify Financial
  • Over 20 years of finance experience, including 5 years at Edward Jones where I started in the financial services industry
  • Prior to that I spent 15 years in corporate roles as an in-house Finance Director for several technology companies in San Diego, Los Angeles, and the Bay Area

Licenses and Certifications:

  • Accredited Investment Fiduciary® (AIF®)
  • Series 7 and Series 66 held through LPL Financial
  • Life Accident and Health Insurance Agent License (CA Insurance Lic# 0I57299)

Education:

  • Rutgers University (B.S.), Environmental Business Economics
  • Babson College, MBA Entrepreneurial Studies

Awards and Accolades: 

  • Five Star Professional Wealth Manager (2021)
  • Edward Jones 5 Year Service Award

Professional Organizations:

  • Association for Corporate Growth (ACG), San Diego
  • San Diego Regional Chamber of Commerce
  • Co-Founder of Impact Networx, a social impact networking organization using business to advance social responsibility and environmental stewardship

Service Organizations:

  • Solana Beach ECO Rotary Club

Volunteer:

  • Padres Pedal The Cause - For A World Without Cancer
  • 2018 Walk To End Alzheimer's

When not at work, I enjoy spending time with my family, golfing, and keeping active with my 11-year old yellow Labrador sidekick.