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Patrick McDonald, CFP®

Senior Wealth Advisor, Director

Irvine, CA

Patrick is a Senior Wealth Advisor at MAI based out of the Irvine, California office. He joined the firm in 2020. Before MAI, Patrick was a Financial Advisor at Goldman Sachs, where he provided comprehensive services to high-net-worth clients and Fortune 500 corporate executives.

Patrick has extensive experience in managing investments, tax planning, and preparation, wealth and estate transfer strategies, risk management, insurance
planning, and retirement planning.

Patrick received his MBA from the University of California, Irvine. He earned his BS in Business Administration with a concentration in finance from California State University, Fresno. He is a CERTIFIED FINANCIAL PLANNER™ and is pursuing the Enrolled Agent certification.

Patrick is an active volunteer in the non-profit Suitcase of Joy, an organization founded by his wife whose mission is to bring joy and education by delivering toys and school supplies to underserved children living in the world’s poorest conditions.