RS Crum Inc.
Director of Financial Planning
Fee-Only Financial Planner and Director of Financial Planning in Newport Beach, CA serving clients nationwide
Mr. Stark serves as the lead advisor for a number of the firm’s clients and is also RS Crum’s Director of Financial Planning.
Pat joined the firm in 2011 after spending over 20 years in the aerospace and technology industries, where he held a variety of positions in program management, engineering, operations management, and plant management.
Well versed in all aspects of financial planning, Pat works closely with all of our advisors while handling a wide array of financial planning issues for clients. He is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Pat serves on the advisory board of UCLA’s Personal Financial Planning program and is a frequent guest speaker at UCLA financial planning classes. Pat also provides financial counseling to military personnel and their families during various phases of deployment and reintegration.
Mr. Stark has a Bachelor of Science degree in Chemical Engineering from U.C. Davis, a Certificate in Personal Financial Planning from UCLA, and a series 65 Investment Adviser license from the NASAA. Pat is married and has one son.
Patrick Stark is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
RS Crum is a fee-only financial planning and investment management firm located in Newport Beach, California serving clients in Orange County, surrounding areas, and across the country. RS Crum specializes in providing objective financial advice to help clients manage, grow, and protect their assets during their working lives and through retirement. As fiduciary consultants, we prefer to serve our clients – not sell to them.
The RS Crum story goes back to 1976 when our founder, Richard S. Crum, established one of the first fee-only financial advisory firms in the country, which was an innovative and bold move given the commission-fueled world of investments that was prevalent at the time. Mr. Crum was on to something special and today, over 40 years later, RS Crum’s commitment to providing objective, professional financial advice has never wavered.
Over the years we have worked hard to build an environment that is both flexible and comfortable for our clients while maintaining a high priority on the details. We have grown as a result, but have done so carefully to make sure we have the right people in place to deliver an exceptional and highly personalized wealth management experience.
Based in Newport Beach, California, R.S. Crum, Inc. is an independent Registered Investment Advisor. With nearly $400 million in assets under management, RS Crum is regulated by the Securities and Exchange Commission.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Patrick Stark is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Patrick Stark is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Patrick Stark
Orange County, CA
4 Upper Newport Plaza Dr. #201
Newport Beach, CA 92660
Yorba Linda, CA
Long Beach, CA
Los Angeles, CA
Laguna Beach, CA
Manhattan Beach, CA
Hermosa Beach, CA
Redondo Beach, CA
Los Alamitos, CA
Costa Mesa, CA