Broker Check
Pat Phelan

Pat Phelan

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 address their financial goals. Now I'd like to help you with yours!

Here's a bit about my background:

  • Over 20 years of finance experience, including the past 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
  • MBA in Entrepreneurship from Babson College, the #1 ranked program for entrepreneurship over the past 25 consecutive years
  • B.S. in Environmental Business Economics from Rutgers University

Focuses: 

  • Sustainable and Socially Responsible Investing (SRI)
  • Organizing Your Finances
  • Investor Education Programs
  • Individual Retirement Accounts (Roth IRAs, Traditional IRAs)
  • Business Retirement Plans (401(k)s, SEP IRAs, Etc.)
  • Education Savings (529 College Plans)
  • Investment Services (Stocks, Bonds, ETFs, CDs, Mutual Funds, Annuities)
  • Insurance (Life, Long-Term Care, Key Person)
  • Estate and Legacy Strategies

Professional Organizations:

  • Association for Corporate Growth (ACG), San Diego
  • San Diego Regional Chamber of Commerce

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 9-year old yellow Labrador sidekick.