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Patrick Mead

Patrick Mead

Patrick-Ret-101 retirement planning courses

If there’s one thing that Patrick Mead is passionate about, it’s helping individuals and families successfully create and implement their retirement strategies. He is a certified instructor at Retirement 101 who has taught thousands of participants in the principles of financial and retirement planning.

Patrick has been a senior member of the financial services community for over 27 years and has served as a mentor for financial advisors and clients alike. His expertise has included wealth management, retirement income strategies, and estate transfer. As a course instructor for Retirement 101, he brings his wealth of experience and understanding to bear on helping people move into and through retirement. He has been well-regarded for his enthusiasm and ability to motivate, and has received numerous industry awards and recognition based on his contributions as a teacher and speaker about Personal Financial Planning.

Patrick was a past co-host of the “Independent Wealth Advice” radio hour on KFMB 760AM, and is active in several industry organizations. He has also held board positions with The San Diego Humane Society and Junior Achievement (through which he enjoys mentoring children and young adults). He is married with three young children, and most of his free time is spent enjoying his family.