Born and raised in Melbourne, Australia, my love for investing began when my Aunt Phyllis gifted me shares in a stock at a young age. I engaged in the share market game offered in high school allowing participants to build hypothetical portfolios, and ultimately went on to study economics and commerce at Monash University in Australia where I earned my degree.
My other fascination growing up was with the United States - sports, music and culture. This led to one of the best decisions I ever made - to travel to San Francisco. It was here that I met my amazing wife, Anita, and began a career doing what I love as a financial advisor with Edward Jones in 2004. If you ask, I will share with you why I picked San Francisco out of all the places I could have moved to.
My genuine interest is in understanding what is most important to you. From experience, that is what helps me do what I am passionate about - helping people make wise financial choices.
Located in the West Portal neighborhood of San Francisco, I focus on working with successful professionals, business owners and families with complex financial needs and compensation structures. Working in partnership with you, I utilize my established process to provide personalized strategies to help achieve your goals.
In this changing financial landscape, I continue to be committed to learning, and in 2016 achieved the CFP® professional designation. My branch office administrator, Mary Grace, and I are dedicated to providing you with top-notch client service. We enjoy seeing the impact making well-informed financial decisions has on our clients and their families.
Anita and I continue to live in San Francisco with our two children. We are active in the community and particularly enjoy serving in organizations that support special needs children and their families. Our whole family loves traveling back to visit my family in Melbourne, and yes, I do eat Vegemite!
- Wealth Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Phone NumberPatrick Cross at (415) 661-3141
|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|
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