marrick wealth

Patrick Chu, CFP, CPA, MBA
marrick wealth is a boutique, independent wealth and investment advisory firm serving wealthy families throughout California. The company was founded in 2012 by Marty McNamara and Patrick Chu, two advisors with a shared vision and unique credentials - the CPA and CFP®.

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(949) 258-9700

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marrick wealth / Financial Advisor in Irvine, California

Specialties