Mr. Collins (Vice President) is a financial advisor with over twenty five years’ experience. Mr. Collins holds a Ph.D. from the University of California at Berkeley and a Chartered Financial Analyst designation from the CFA Institute. He also holds a Professional Designation in Financial Planning from U.C. Berkeley as well as a Chartered Life Underwriter degree from the American College in Bryn Mawr, PA.

Mr. Collins is the instructor for the Portfolio Management section of the CFA program sponsored by the Security Analysts of San Francisco. He teaches the Asset Management course for the Certified Employee Benefit degree program sponsored by the Wharton School of Business at the University of Pennsylvania. Additionally, he has presented MCLE approved programs to both the Tax Section and the Estate and Probate Section of the Bar Association of San Francisco.

His articles have been published in Trusts & Estates Magazine, the Journal of Asset Protection, the Journal of Financial Planning, Insurance Law, California Trusts And Estates Quarterly, and the Journal of Investing.

He is a member of the CFA Institute, the Security Analysts of San Francisco, and the Society of Financial Service Professionals.

Contact Patrick J. Collins