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About Patrick:
Patrick joined Waterfront in 2022 with over a decade in the financial industry. He holds a Bachelor's degree in History from The Master’s University, a Masters in Personal Financial Planning from Kansas State University and a Masters in Taxation from Villanova Law School. Patrick loves spending time with his wife and three children, volunteering at Redeemer Presbyterian Church and serving on the school board of Heritage Christian Academy where his children attend. |
My wife and I have had the opportunity to work with Waterfront for 2 years now and Patrick Berch has been an absolutely fantastic advisor and resource. We are at the beginning stages of our financial journey and Patrick has provided guidance through a variety of different processes and continues to deliver exceptional customer service and insight to financial market trends as we continue to build our portfolio.
-Kasey P.
*All of the included testimonials are from current or former clients of Waterfront Advisors Inc., and no cash or non-cash compensation has been provided in return for their statements.