portrait of Patrick Cross
FINANCIAL ADVISOR

Patrick Cross

CFP®, ChFC®, AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Certifications

  • CFP®

    Certified Financial Planner™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Volunteering
  • Traveling

Team Members

  • James Rosenau
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(415) 661-3141

Fax

(866) 262-9638

Office Address

345 West Portal Ave
Suite 100
San Francisco, CA 94127opens in a new window

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