Pat McKiernan, CPFA®

Patrick has over 25 years of retirement plan consulting experience. A graduate of the University of Southern California, Patrick entered the Merrill Lynch Investment Advisory Training Program in 1994 and built his practice by working with business owners and their families.

Patrick holds the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). He has been a speaker and contributor for various retirement plan and human resources related organizations including PIHRA, NAPA and the Association of Legal Administrators. Patrick is a member of the Retirement Advisor Council and the NAPA Government Affairs Committee, through which he regularly participates in efforts to better shape national retirement plan policy.

Patrick resides in Sierra Madre where he and his wife, Christen, raised their 3 daughters. Active in the San Gabriel Valley community, Patrick volunteers his time with multiple educational and charitable organizations. On the weekends he enjoys fishing, surfing and skiing when there is snow to be found.