Patrick McCullough, CFP®
Director of Client Service
Pat has been designing financial plans for clients for over 25 years as an advisor, regional analyst, and most recently as Navigation Group’s Team Leader and resident planning professional. His experience and dedication provides our advisors with invaluable insight when developing financial plans for their clients. After graduating in 1983 from California State University, Chico with a Bachelor of Science degree in Business Administration – Accounting, Pat began his career with one of the nation’s leading financial planning firms in 1986 where he was recognized as a dedicated, focused and caring advisor providing superior service and advice. He graduated from the College for Financial Planning in 1995, and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In his leisure time Pat enjoys golf, hiking, cross country skiing, team sports and music.