Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
24yrs
Patrick Powers
Full name on record: Patrick David Powers
Financial advisor at Benefit Financial Services Group
Patrick Powers has worked in the financial industry for 24 years and is a financial advisor based in Irvine, California. Patrick has been with Benefit Financial Services Group since 2016; before that, Patrick spent nine years at Powers Capital Investments and five years at Riverplace Capital Management. Patrick’s designations include CFA, CFP®, and CPA/PFS.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 71% of advisors in Irvine
Office2040 Main Street Suite 720, Irvine, CA 92614
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.62 million
Advisors at the firm25
States licensed ?1 state
Services through Benefit Financial Services Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2016 – nowBenefit Financial Services GroupCurrent firm
- 2007 – 2016Powers Capital Investments, Inc.Previously
- 2003 – 2007Riverplace Capital Management Inc.Previously
Contact Patrick
Local office(949) 251-9333Ask for Patrick. (949) 955-2552Main office 2040 Main Street Suite 720Irvine, CA 92614Office · Get directions X (Twitter) pageBenefit Financial Services Group
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Patrick’s local office at (949) 251-9333 or the Benefit Financial Services Group main office at (949) 955-2552, and ask for Patrick Powers.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2003, about 24 years. More experience than 71% of advisors in Irvine.
What licenses does Patrick hold?
No exams are listed on the official record.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Benefit Financial Services Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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