Patrick is a retirement income and wealth transfer expert with over two decades of experience in financial services. An author and Chartered Financial Consultant®, he created "The Canoe and the Current" framework to simplify retirement planning, helping clients turn savings into reliable lifetime income through his work at Allstate and Canoe & Current Wealth Strategies℠.
Born in the Philippines, Patrick moved to the US at age ten and became fiercely independent from a young age. Now a husband and a self-described "alpha daddy" to his three dogs, he is passionate about helping people, particularly seniors, navigate their finances with confidence so they can enjoy their lives without financial worry.
Unique fact: As a child, Patrick was a model for a Dial soap poster along with his parents.
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