Capstone Partners Financial and Insurance Services LLP
1888 Century Park East, Suite 150
Los Angeles, CA 90067
d. (310) 407-2852
West Los Angeles II
Patrick Menerey, CFP®
Patrick is a Southern California native who has spent his entire career in Wealth Management helping clients navigate the complex world of financial planning. Patrick works with families and business owners on designing financial plans that incorporate investments, insurance, cash flow management, estate planning and business planning to help guide his clients towards achieving true financial success.
Patrick began his career at City National Bank in Private Banking. During his time as a Private Banker, he worked with wealthy individuals and families on their investment management and lending needs. After 10 years, he realized that his true passion was financial planning and working with clients in an expanded role. Patrick joined Capstone Partners in 2016. His practice is focused on building strategies and financial plans to help clients establish and meet their goals while also addressing the most important areas of their lives.
He earned his B.A. from the University of Michigan in Economics, holds the professional designation of Certified Financial Planner (CFP®) and is FINRA Licensed with the Series 7 and 63.
Disclosure: Patrick Menerey is a registered representative of and offers securities, financial planning, and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory Address: 1888 Century Park East #150, Los Angeles, CA 90067 310-407-2852; Fax 310-407-2801
He is licensed to sell securities in: CA, KY, NY, OH & VA
He is licensed to sell insurance in: CA, IL, IN, KY, MI, NJ, NV, NY, OH & VA. CA Insurance License # 0I74110
He cannot communicate with, nor respond to, requests from people who reside in states where he is not licensed to conduct insurance and/or securities business. Check the background of your financial professional on FINRA’s BrokerCheck.