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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. |
We moved from a previous advisor to Waterfront and are working with Patrick Berch. Best decision ever! The level of service we have been given is exceptional from everyone. Patrick is accessible, very knowledgeable, and we are confident our investments are being managed better by a team of experts. We highly recommend the firm and Patrick. |
We have been clients for a couple of years and are very pleased with the financial growth and customer service. It's a challenge to find a person and team that you trust to have the competence and desire to work in your best interest. I can recommend Patrick Berch and his associates without any hesitation. They are well educated, knowledgeable, trustworthy and clear in their investment approach to meet your long term goals. |
*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.