Patrick McNaughton, CFP®, MSFS, RICP®, ChFC®, AWMA®, AAMS®, CLU®, CRPC®
Managing Director, Financial Advisor
Patrick is the Managing Director and Founder of MWM. He oversees all Wealth Management
operations at MWM. His true passion lies in comprehensive financial planning; helping clients
achieve and sustain their personal financial goals. As the top advisor at MWM, Patrick
specializes in working with high-net-worth clients, small businesses, corporate executives, and
is especially skilled at addressing complex tax and planning scenarios.
Throughout his career, Patrick has been consistently recognized as a Top Wealth Manager by
San Diego’s Five Star Magazine. He is a CFP® professional and holds multiple industry-related
designations and advanced degrees. As a big believer in lifelong learning, Patrick actively
pursues ongoing education and advocates for all financial advisors to continually expand their
knowledge. This dedication to growth has become a cornerstone of MWM's culture.
With over 24 years of experience in the industry, he feels proud to have built a successful
advisory firm based on referrals. In 2019, he transitioned his practice to a Registered
Investment Advisor (RIA) and continues to thrive and grow in the financial planning business.
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
Patrick and his wife reside in Encinitas with their four children. They feel fortunate to live in a
beautiful family friendly community that embraces the active outdoor lifestyle. In his free time,
Patrick is an avid runner. He also enjoys hiking, biking, snowboarding, and playing pickleball.
He’s passionate about traveling with his family, discovering new places, and experiencing
different cultures.