CW Advisors
29yrs
Top 18% by experience nationwide
13yrs
Based in Avila Beach, California, Patrick Corrigan is a fiduciary financial advisor with 13 years of industry experience. Patrick joined Cerity Partners in 2025, after 12 years at West Coast Financial. Patrick holds the CFP® designation.
One of 3 advisors with offices in Avila Beach, and one of 3 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 57% of advisors at Cerity Partners
Office6621 Bay Laurel Place, Avila Beach, CA 93424
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowCerity Partners LLCCurrent firm
- Apr 2025 – nowCerity Partners Retirement Plan ConsultantsCurrent
- 2013 – 2025West Coast Financial, LLCPreviously
Contact Patrick
(212) 850-4260Firm headquarters in New York, NY. Ask for Patrick. 6621 Bay Laurel PlaceAvila Beach, CA 93424Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Cerity Partners at (212) 850-4260 and ask for Patrick Corrigan. Patrick works from the Avila Beach, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2013, about 13 years. More experience than 57% of advisors at Cerity Partners.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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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