My Background
As a financial advisor with over 25 years of experience, the one thing I hear most often from clients is that they want financial security and the peace of mind that comes with it. Although everyone’s financial goals and experiences are unique, the fact that most want financial stability in the current economic climate isn’t, and I keep that in mind when meeting with my valued clients.
I believe that personalized service is essential when talking with clients about the big picture and creating a financial plan that works for them. I understand that my clients are in different stages of life: some want to buy their first home, others are sending their kids off to college and others are hoping to sit back and enjoy their golden years without financial worry. I believe a financial plan should reflect your personal or business situation, and I will work to develop a customized plan that best fits your goals. Once your custom-tailored plan is in place, we will work together to review achievements against the ever-changing environment to ensure you are comfortable that everything is moving forward according to plan.
No one can predict the future, but you can plan for it. I have built a strong relationship with my clients based on mutual expectations and trust. I enjoy watching them reach their dreams and fulfill promises. I have a family of my own and it is imperative that my financial plan is solid and provides the necessary security in such a volatile world. I have my plan, and I can help you with yours.
When I first opened the doors to Pratt Financial & Insurance Services, I knew it was the right decision and time to take the next step in helping my clients achieve their goals. I am proud to say that, years later, I have built a solid practice with clients who are as much a part of my life as I am of theirs. I take no one for granted and I respect the confidentiality and trust my clients have placed in me.
Prior to starting Pratt Financial, I enjoyed many successful years in investment banking, working primarly for local community banks. My office is located in Davis, California, a community I have grown to appreciate and give back to when I can. I am the secretary of the Davis Sunrise Rotary Club, and I often volunteer at our club-sponsored events. I also live in Davis with my wife, Lynn, and my daughter, Lauren. I enjoy collecting sports and non-sports cards and can be found at local card shows at every opportunity. I am a graduate of California State University, Sacramento. I grew up in beautiful Mt. Shasta, California, a place I still call home.