About

Patrick McNaughton, CFP®, MSFS, RICP®, ChFC®, AWMA®, AAMS®, CLU®, CRPC®

Managing Director, Financial Advisor

Prior to founding McNaughton Wealth Management as an RIA, Patrick operated McNaughton Wealth Management as an Independent Franchise of Ameriprise Financial. During his 18 years with Ameriprise, his commitment to diligent hard work and his dedication to the field, both in service and education, resulted in the growth of his highly successful Wealth Management Practice. He has been the recipient of numerous Ameriprise prestigious Circle of Success Awards and part of their select Private Wealth Group. Patrick has also been consistently recognized as a Top Wealth Manager by San Diego’s Five Star Magazine throughout his career. His passion is Financial Planning; helping clients reach and maintain their goals. He became a CFP in 2003 and believes this is a critical designation within the Wealth Management Profession. In a continuing effort to serve his clients in the most competent way, Patrick holds numerous other industry related designations, advanced degrees and strives to continue his education on-going.

DESIGNATIONS AND EDUCATION

CERTIFIED FINANCIAL PLANNER, CFP®
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter (CLU®)
Accredited Asset Management Specialist (AAMS®)
Accredited Wealth Management Advisor (AWMA®)
Retirement Income Certified Professional (RICP®)
Chartered Retirement Planning Counselor (CRPC®)
Master of Science in Financial Services, American College (MSFS)
Bachelor of Science in Business Administration, SDSU

PERSONAL

Patrick, his wife, and four children reside in Encinitas. They enjoy the outdoor lifestyle, proximity to the beach and the family friendly community that North County offers. In his free time, Patrick is an avid runner and enjoys hiking, biking, snowboarding, and playing basketball with his kids. He has a passion for traveling with the family and exploring new places and cultures.

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