Patrick Powers, CFA®, CPA, CFP®

Founding Principal

With over 30 years of investment experience, Patrick is a Managing Principal at Benefit Financial Services Group. Patrick is a CFA® charterholder, a Certified Public Accountant with a Personal Financial Specialist Designation (CPA/PFS), and a CERTIFIED FINANCIAL PLANNER professional. Patrick is a member of the Investment Committee.

Patrick has a bachelor’s degree in Business Administration with a concentration in Accounting from California State University, Fullerton.

What is your personal motto or mantra?
“Thy will be done.” Simple and straightforward. It helps me order my life towards God.

What’s your favorite travel destination?
My wife and I love going to Italy. It is so diverse, so beautiful, the food and drink are amazing, the people are friendly and there is so much to see and do. It is a very travel friendly country.

The one word or phrase that best describes me is:
I am hard-working. I can’t help it; it is just the way I was raised. We were expected to work hard and to do it right, from a very early age.