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Wealth Management

             

Patrick Coyne, its owner, is a Certified Financial Planner™ (CFP).  Mr. Coyne received his undergraduate education from California State University at Long Beach and his M.B.A. in Management from Pepperdine University.  Mr. Coyne began his career as a management engineer for both McDonnell Douglas Aircraft Company and Fluor Construction and Engineering.  Mr. Coyne has been a financial advisor since 1982, and during the period from November '94 to May '96 he served as City Treasurer, by special appointment from the Ukiah City Council.

Past NAPFA Member (National Association of Personal Financial Advisors)
Past Director, Institute of Certified Financial Planners-S.F. Society
Past member of the California Municipal Treasurers Association
Past Board member of the Ukiah Senior Center Endowment Board
Master of Business Administration Degree-Finance Management
Bachelor of Science-Finance and Real Estate
Certified Financial Planner™ (CFP)
Licensed Private Pilot (Instrument Rated)
 

WEALTH MANAGEMENT ADVISORS, LLC
Financial Planner, Investment and Real Estate Advisor-October 1982 to Present
UKIAH CITY TREASURER
Treasurer-November 1994 to May 1996
UKIAH CITY PLANNING COMMISSIONER
Commissioner-June 1986 to June 1989
FLUOR ENGINEERING AND CONSTRUCTION CORPORATION
Construction Cost and Scheduling Engineer-June 1980 to May 1982
McDONNELL DOUGLAS AIRCRAFT CORPORATION
Industrial Engineer-October 1979 to may 1980