Contact Patrick Bennett

Phone: (408) 520-1901

Patrick Bennett

Wealth Advisor

Background

Patrick Bennett is the second-generation of financial advisors in his family, his father Terry started at Dean Whitter in the mid 60’s after his discharge from the military. Pat’s trial by fire training was done at Salomon Brothers in the late 90’s as he assisted a group that was built to strive to protect and grow the assets for newly-minted millionaires generated by that decade’s technology boom. He was recruited to Bank of America Investment Services in 2004 to work with the high-net worth client group. There, his skills were honed to work as a team with other advisors, to generate the great possible outcome for clients based on both their Assets and their Debt.

Pat’s practice started to grow out of Silicon Valley as the tech boom took hold in Northern California. Newly minted technology giants became household names and began to spread mass affluence throughout the Valley.  For 2 decades, the Valley has been a global leader in mass- affluence. Now new giants are creating a new high-water mark equity based wealth; those lucky enough to be part of the new tech giants and the like are by default, creating a more enriched sprawling community for the rest of us to thrive and flourish in.

Yes, we work with clients that come from many of the Silicon Valley titans. But we made our bones servicing and catering to the needs to the “typical” South Bay resident.

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