Financial Planning in Las Vegas, NV

Client Login

Feel  Confident. Be An Educated Investor.

Don't be 75, healthy, and broke!

Retire with confidence.

Call Today to Schedule a Complimentary Consultation

(702) 684-5500

Financial Planning in Las Vegas, NV

What We Do

Asset Management

Professional guidance to help you build and preserve your wealth.

Learn More

Financial Advice

Financial planning and wealth management that can help you make the most of your financial resources while working to mitigate risk.

Get Started

Financial Education

Financial education is the cornerstone to all financial goals and plans. Understanding what your money can and can't do for you enables realistic expectations while you move toward your goals.

Learn More

Call Today to Schedule a Complimentary Consultation, or Schedule on My Calendar

(702) 684-5500

I've been helping people with financial plans for over 27 years.

As a husband, father and grandfather, I’ve personally experienced life’s unexpected surprises. As we know, the financial markets are always changing. An understanding of those markets, and knowing what your money can and can’t do for you, are vital components of financial planning. 

I value financial education and solid financial guidance, and it's important to me to pass that knowledge on to those I work with. I can help you become an educated investor too, with a financial plan you understand.

You need an experienced financial planner you can trust.

  • Graduated San Francisco State in International Finance
  • Licensed since 1994
  • FINRA 7, 24, 63, 65
  • Health and Life Insurance Licenses
  • College of Financial Planning
  • Accredited Investment Fiduciary (AIF) Designee
  • Accredited Asset Management Specialist
  • Chartered Retirement Plan Specialist
See me on BrokerCheck

3 Easy Steps to Begin Developing Your Financial Plan

1

Schedule on My Calendar, or call us! 

(702) 684-5500


2

We'll talk about your future goals and where you are financially.  We'll help you manage life events that can impact your finances, and together we'll create your financial plan.

3

As we work together, I'll help you understand why we use specific financial strategies. You'll feel more confident about your financial future as your understanding grows.

Interested in how we can work together?  Email me for more information!

Have a trusted guide, always in your corner and on your side

Call Stars and Stripes...

  • Rest easy knowing someone is advocating your best interests
  • Be confident about your financial decisions
  • Work with someone you can trust
  • Ask any questions and never feel rushed
  • Experience no judgement for your previous financial decisions
  • Have a deeper understanding of what your money is doing
  • Be treated like a person rather than a number
  • Experience personalized service
  • Feel less stress because you have a plan for the future
  • Feel confident in the expectations you have set for yourself and your future

Go it Alone...

  • Feel lost in the world of financial planning
  • Get overwhelmed by conflicting information 
  • Ask your cube mate about their retirement plan and hope it works for you too 
  • Invest in the next hot stock and find out it isn't so hot
  • Make emotional rather than strategic investments

Work with an experienced financial planner you can trust.

Call Today to Schedule a Complimentary Consultation, or Schedule on My Calendar

(702) 684-5500

Want more information? Email me with your questions!

Name

Email*

Phone

0 of 350
Send

Stop worrying, and feel confident about your financial future.

Contact us now to schedule a complimentary consultation

(702) 684-5500

Schedule on My Calendar

Patrick@starsandstripesfs.com

7885 W. Sunset Road Ste 150, Las Vegas, NV, 89113