I’m Pat Ford, a Founding Partner and Wealth Advisor at Stratos Private Wealth.
Since 2007, I have helped build this practice from the ground up with a commitment to providing a boutique advisor experience. My background in Economics and behavioral finance allows me to help our clients address a wide array of financial, tax, estate, and investment matters. By holding the CPWA® and CIMA® designations, I strive to provide the specialized knowledge necessary to help high-net-worth families pursue their long-term goals.
As an alumnus of the University of Michigan, I’ve spent my career focusing on the intersection of economics and human behavior. My approach emphasizes practical ways wealth management can help individuals free up time, pursue passions, and share more with their loved ones.
I believe in being our clients' "first call" for any critical moment, acting as a dedicated advocate through all of life's transitions.
Personal Interests
Originally from Ypsilanti, Michigan, I have been living in San Diego since 2006. In my free time, I enjoy being on the water and traveling with my wife and our three children.
I also value simple pleasures like cooking, reading, swimming, and fishing.
Specialties
Comprehensive Wealth Management
Behavioral Finance Strategy
Estate & Tax Planning
Equity
Compensation Planning
Retirement Income Strategies
Investment Management
Education
University of Michigan, Bachelor of Arts, Economics
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