Increase the financial literacy and wellbeing of public sector professionals, union members and families to help them achieve financial independence.
Patrick McAndrew is an experienced financial advisor at SGC Financial & Insurance Services in San Mateo, California. Patrick takes the excellent education programs which SGC has championed and provided to local communities for years, and brings them to the workplace, expanding the opportunity for those who wish to increase their financial literacy. Increasing the ability for professionals to make well informed financial decisions, ultimately makes for a healthier and focused workforce.
He also specializes in showing individuals how to maximize their financial potential by leveraging the incredible experience, tools, and team that SGC brings to the table.
Patrick is also passionate about providing service to those who serve us. From Veterans to City workers, Law enforcement to educators, State or Federal, providing service to all of those who keep it all going is a commitment which he greatly enjoys.
Patrick has been in the financial services industry since 2003. He was first drawn to the industry when he realized how little he knew about how money works. “School taught me how to be a good worker, not a wise saver” is how he describes it. While learning all he could about money, he realized the incredibly powerful impact that taking action based on educated decisions could make. Becoming a financial advisor felt like a service to his community which is something that is in direct alignment with is values.
Patrick is also an Army veteran with multiple deployments spanning his current career in the Army Reserve. Leading Soldiers as an NCO is one of the greatest and most rewarding aspects of his life.
In his spare time, Patrick likes to participate in a few Veteran organizations that he is a part of such as Team Rubicon and Team RWB. His favorite sport is boxing and likes to spend free time reading or enjoying outdoor activities.
Patrick currently provides service in the Bay and Greater Los Angeles area counties.
FINRA CRD #4548393
California Insurance License #0D74423
T#1160878 DOFU 04-2015