Orange County Financial PlannerSimplify Your Financial Affairs
Patrick L. Horn, CFP
P&H Asset Management, Inc
7545 Irvine Center Drive Suite 200
Irvine, CA 92618
Office: (949) 261-7900
Fax: (949) 567-5854
Inquire
Privacy Guaranteed

About Our Asset Management Firm

About Our Firm

Patrick Horn is president and founder of P&H Asset Management. He is a 17-year veteran in the financial services industry and holds the highly regarded Certified Financial Planner™ designation.

Patrick focuses on the integrated wealth management needs of his clients. His goal is to enable his clients to feel confident and competent to make informed financial decisions.

Through a comprehensive plan, he combines sound investment strategies with tax considerations, estate planning and risk management to help maximize the likelihood of clients achieving their goals and dreams. Patrick measures his success by the quality of the relationship with his clients and the degree to which they can lead rewarding and fulfilling lives.

Trusted institutional financial support

P&H Asset Management and First Allied combine the due diligence and research, along with clearing services of first rate financial institutions like Pershing, LLC., to offer our clients individual personalized attention with trusted institutional support.

Through our advisory services provider, First Allied Advisory Services, Inc., a Registered Investment Advisor, we are able to offer our clients the option of having an exclusively fee-based managed portfolio service. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda.

We offer investments and securities through First Allied Securities, Inc., to include Tax-free Municipal Bonds, Stocks, Mutual Funds, Corporate Bonds, Real Estate Investment Trusts, Managed Futures, Oil & Natural Gas programs, Equipment Leasing, and more. 

Our independence enables us to establish working relationships with a vast number of industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

A little more about Patrick Horn

Prior to P&H Asset Management, Patrick serviced high net worth private as well as institutional clients as a financial executive for large Wall Street brokerage firms such as Citicorp Investment Services, First Union Securities and US Bancorp Piper Jaffray.

Patrick graduated from the University of Southern California with a Bachelor of Science degree in Business Administration. A native of Stuttgart, Germany, he speaks English and German. He enjoys spending time with his daughters and is an avid Formula One racing fan.