Patrick  Giddens

Patrick Giddens

| CFP®, EA, MBA

Johnson Lyman Wealth Advisors

(650) 494-2733

Contact Me

www.JLwealth.com

Fee Only Financial Planner Located in Palo Alto, CA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

2600 El Camino Real
Suite 500
Palo Alto, CA 94306

Patrick Giddens is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Pat is one of three Lead Advisors at Johnson Lyman and has been with the firm since 1999. 

Pat has been a fee-only CERTIFIED FINANCIAL PLANNER™ practitioner since 1999 and is a National Association of Personal Financial Advisors (NAPFA) Registered Financial Advisor. He is a member of the Silicon Valley Financial Planning Association (FPA), and the National Association of Enrolled Agents (Mission Society Chapter).  

An Air Force Academy graduate, Pat retired from the Air Force reserves but continues to serve as an Liaison Officer for college ROTC and Academy admissions. A native Californian, Pat has at various times called Hawaii, Texas, and Spain his home. He, his wife, Rona, and children often travel to the Philippines to visit their extended families. An avid tennis player, Pat has the four majors on his bucket list and aims to complete a full marathon.