Highrise Networks | Patrick Menerey

Capstone Partners Financial and Insurance Services LLP

1888 Century Park East, Suite 150

Los Angeles, CA 90067

 

d. (310) 407-2852

pmenerey@financialguide.com

http://www.capstonepartnersfinancial.com

HIGHRISE GROUP:

West Los Angeles II Chair

Patrick Menerey, CFP®

Financial Advisor

 

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.

 

CRN202106-249243

Highrise Networks, Inc.

800 S. Figueroa, Suite 925

Los Angeles, CA 90017

 

member.services@highrisenetworks.com

(213) 712-9080

 

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