Meet Patrick Klacka, CFP®, CEPA

Meet Patrick, a dedicated family man and a valued financial planner specializing in wealth management for engineers. With a bachelor’s degree in computer engineering from UCSD and over two decades of experience in software development and engineering management, Patrick understands the unique financial needs and goals of engineers and their families. As a husband and father, Patrick knows the importance of ensuring financial security and preparing for times of uncertainty.

Patrick’s journey to financial planning was driven by a deep personal commitment to take care of his family. His bout with skin cancer in 2016 further reinforced his belief in the need for planning. Leaving behind a successful career as an engineering director, Patrick embarked on a new path to help other families secure their financial futures. He’s now retired from engineering but considers himself a “recovering engineer” who still applies the same dedication and attention to detail to his client’s financial well-being.

With Patrick, clients can trust that their financial goals will be managed with the same rigor and precision as a well-engineered system. His mantra, “You work hard – shouldn’t your money work hard too?” encapsulates his dedication to ensuring that every dollar is used efficiently and effectively. You’ve heard the adage “cost, schedule, and quality – pick two.” Patrick believes financial planning should aim to deliver on all three fronts and provide comprehensive solutions that empower his clients to confidently work toward pursuing their dreams.

Patrick and his wife Sarah have three kids, two of whom are now studying at local 4-year universities. In their downtime, they practice permaculture principles on their property in the suburbs of San Diego, embodying their belief in sustainable living and responsible stewardship of the environment.