Experience Makes all the difference

Patrick M. "Pat" Lizza, CRPC®, CRPS®, EFC

Branch Manager
760-636-7252
760-636-7200

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Pat has been associated with the Flanagan Wealth Management Group since 2012, and has recently been named the Branch Manager for UBS in Indian Wells, California.  Prior to joining UBS in 2011, Pat spent 17 years in hospitality management specializing in the delivery of a first class client experience.  He holds a B.A. in history from the University of California, Berkeley and two designations from the College of Financial Planning:  Chartered Retirement Plan Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®).   Pat is a past Board member of Sacred Heart School and Xavier College Preparatory High School.  He currently serves as a member of the Boys and Girls Club of the Coachella Valley Southwestern Growers Tournament Committee.


Registered States:
AZ, CA, CO, CT, DC, DE, FL, ID, IN, KS, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OR, PA, SC, TN, TX, UT, WA