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Patrick Yaghoobians (CFP®)

Patrick Yaghoobians focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Novice Investors

Planning Specialties

My approach is to bring you on as a partner in the planning process as we work together to make your goals become reality.

Core Values:

Integrity: Always acting in the best interest of clients

Transparency: Clear, honest, and straightforward advice

Personalization: Tailoring financial plans to individual needs

Education: Empowering clients with knowledge

Long-Term Impact: Helping build lasting financial legacies

Well-Being: Financial confidence leads to peace of mind and a happier, more fulfilling life

Additional Information

Born in Toronto to Armenian immigrant parents, I developed an early appreciation for the role money plays in creating stability, especially after my family decided to move to Los Angeles during the Great Recession. Watching my parents navigate financial uncertainty sparked my interest in personal finance and ultimately led me to pursue a degree focused on financial planning.

Today, I channel that experience into helping others make confident, informed financial decisions. Outside of work, I enjoy staying active by playing sports, spending time with loved ones, and keeping up with my favorite Toronto sports teams

NAPFA Start Date

November 17, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

10221 Silverton Ave Los Angeles, CA 91042 Phone: (818) 208-7028
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