Broker Check

Since 1990

23 Corporate Plaza Drive
Suite 150
Newport Beach , CA 92660
(800) 746-2378

Patrick R. Hobert

Patrick R. Hobert

Financial Advisor

Pat has lived in South Orange County since moving from Massachusetts in 1980. Pat is still a Boston Red Sox and New England Patriots fan. After attending St.Anselm's College in Manchester NH and Suffolk University in Boston, Pat began his career with John Hancock, later moving on to EF Hutton and still later (1990) founded Hobert Wealth Management to bring his vision of being truly independent.

Pat's core expertise is investment management.

Over the past 40 years Pat has hosted numerous educational seminars and courses on investing and financial planning in Orange County and has been a recipient of the Orange County, 5-Star Wealth Manager Award for Best in Client Satisfaction. He is an Investment Advisor Representative and has Series 1, 7, 63, 66 securities licenses, and also a  CA insurance license. 

Pat and his wife, Judy have 3 adult sons, and five grandchildren. Pat is former President of the Orange County Christians in Commerce and former President of South Coast Youth Basketball League. In addition, Pat is a member of the World Affairs Council of Orange County.