Volunteer Financial Mentor

Patrick McDonnal

Series 65

Passionate About...
Budgeting• Investing Outside of Retirement• Retirement Plans (Traditional)

Patrick was a manufacturing engineer who started his transition to financial planning in 2023. He has completed the Certified Financial Planner™ Education and Exam requirements. Today he works as an associate financial planner in the San Francisco Bay Area. In his spare time, Patrick can be found playing hockey or badminton, volunteering, and sometimes traveling or spending time in nature!

Get to Know Patrick

What is a book or film that changed your life? The Simple Path to Wealth by JL Collins is a great book that changed the way I think about both money and life. He's got an updated version now!

What is a quote you like to live by? "Get busy living or get busy dying" - The Shawshank Redemption

What is something unique you'd like us to know about you? I'm a big hockey fan! I've been to several of the arenas, an outdoor NHL game, an All Star game, and even a professional game in South Korea! Go Sharks!