Pat Brady

Financial Advisor

Sound financial planning for the world we actually live in today

Pat is a an advisor at the financial services firm for Millennials, Financial Haus, founded in 2020. Financial Haus is committed to helping you make informed financial decisions so you can focus on what’s most important to you now.

 

Pat Brady

Financial Advisor

Sound financial planning for the world we actually live in today

Pat is a an advisor at the financial services firm for Millennials, Financial Haus, founded in 2020. Financial Haus is committed to helping you make informed financial decisions so you can focus on what’s most important to you now.

 

About Pat

Pat was born into an active duty Marine Corps family and lived all over the east coast, ultimately settling in Virginia Beach, VA, where he grew up with his parents and two siblings. His upbringing in a military family fostered in him a sense of personal responsibility, hard work and the desire to help others both personally and at work. After graduating from James Madison University with a degree in International Affairs, he worked in government logistics supporting the US Military for nine years before changing careers to become a financial advisor.

As an advisor with Financial Haus, Pat teaches both in-person and virtual financial literacy seminars through San Diego networking groups and in gyms around southern California, working primarily with Millennials, military members, business owners. Pat’s duty to his clients goes beyond the numbers. Pat is passionate about helping individuals and families understand their financial circumstances because it’s one of the best means to protect their loved ones and achieve the things most important to them. He works to foster long-term client relationships through discovering his client’s motivations to ensure his values and theirs align to coach them towards reaching their goals and improve their financial situation in all facets of life.

Services

  • Comprehensive fee-based financial planning
  • Investments
  • Liability protection strategies
  • Debt management
  • Retirement strategies
  • Tax-minimization strategies
  • Cash-flow planning
  • Asset protection strategies

Qualifications

  • Series 7
  • Series 66
  • California Life, Accident and Health license

 

Personal

Pat moved to California five years ago and resides in the pacific beach neighborhood of San Diego. He practices yoga regularly and is also an avid surfer. He is very active and enjoys spends as much time outdoors as possible, whether he’s hiking, camping, snowboarding, and road biking.

Team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Max Miller
Max Miller

Disability Insurance Consultant

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Financial Haus Team

Pat works at Financial Haus, founded in 2020 by Kev Baker and Andrew Baker. Financial Haus is strengthened due to their affiliation with North Star Resource Group.

Each Financial Haus Team member has access to North Star department heads whom they rely on for subject matter expertise and experience. It’s not uncommon for one of these department heads to be strategically involved in a client proposal or even sit in on client meetings, when necessary. Some of these financial experts have 30+ years experience in their respective fields.

Personal

Pat first moved to Pacific Beach, Cali., five years ago and now resides in San Diego. He practices yoga regularly and is also an avid surfer. He is very active and enjoys spends as much time outdoors as possible, whether he’s hiking, camping, snowboarding, or road biking.

Location

San Diego

1253 University Avenue
Suite 1002
San Diego, CA 92103

Get directions

Connect with Pat

    Pat Brady is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3794971/DOFU 9-2021