Patrick Stark (CFP®)

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

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

RS Crum Inc., a SEC Registered Investment Advisor was established in 1976 by Richard S. Crum. The firm provides personal financial planning and investment services. The specialty of the firm is its ability to advise on real estate matters and other alternative investments in addition to traditional stocks and bonds. This focus allows RS Crum to incorporate a client’s complete financial picture when delivering financial planning advice. The firm operates on a Fee Only basis, which means they do not accept commissions, kickbacks or work on any type of revenue sharing basis with any other professional providers. The goal of this approach is to eliminate conflict of interest from the advice process. This standard provides their clients the highest assurance of objectivity, confidence and personal comfort. RS Crum was one of the pioneers in delivering services in this manner and has been doing so for nearly three decades. RS Crum Inc as a Registered Investment Advisor is regulated by the United States Securities and Exchange Commission (SEC). The firm is a long-term member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Additional Information

Mr. Stark serves as the lead advisor for a number of the firm’s clients and is also RS Crum’s Director of Financial Planning.

Pat joined the firm in 2011 after spending over 20 years in the aerospace and technology industries, where he held a variety of positions in program management, engineering, operations management, and plant management.

Well versed in all aspects of financial planning, Pat works closely with all of our advisors while handling a wide array of financial planning issues for clients. He is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Pat serves on the advisory board of UCLA’s Personal Financial Planning program and is a frequent guest speaker at UCLA financial planning classes. Pat also provides financial counseling to military personnel and their families during various phases of deployment and reintegration.

Mr. Stark has a Bachelor of Science degree in Chemical Engineering from U.C. Davis, a Certificate in Personal Financial Planning from UCLA, and a series 65 Investment Adviser license from the NASAA. Pat is married and has one son.

NAPFA Start Date

March 10, 2008


This Office

4 Upper Newport Plz Ste 201 Newport Beach, CA 92660-2679 Phone: (949) 428-9696 Fax: (949) 428-9680