Patrick Lynch

Patrick has more than 33 years' experience in the financial services industry and has helped thousands of people work towards achieving their financial goals. Under Patrick's leadership, Patrick Lynch Financial LLC has grown into a multi-state financial services company. His Home Office is in Westminster, CO with satellite offices in San Diego, CA and Camarillo, CA.

Patrick, is an Investment Advisor Representative (IAR) and is licensed in Series 65 Securities, Life, Accident, Health Insurances and Long-Term Care. Most importantly, Patrick is a Certified Fiduciary and adheres to the highest standards in the industry.

Under Patrick's leadership, Patrick Lynch Financial LLC provides conservative strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business.

Patrick finds it deeply rewarding to take the complexities of a family's finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them.

Born and raised in Colorado, Patrick is the proud father of three children, and the proud grandfather of two. When he's not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.


E-mail: [email protected]