Gregg Patenaude
President
Gregg began his career in the financial services industry in 2000 as a financial advisor with Edward Jones Investments. He founded Patenaude Wealth Management, Inc. in 2008 as a firm that specializes in providing financial strategies and superior service to high-net-worth individuals. He believes in providing independent, objective, and honest advice tailored to each individual’s needs and goals. Gregg is an investment advisor representative with LPL Financial, the nation’s largest independent broker/dealer.*
Gregg grew up in New England and moved to San Diego following graduation from the University of Vermont where he earned a Bachelor’s Degree in Business Administration with a concentration in finance. He also studied International Business at the University of Queensland in Australia. Gregg holds series 7, 24, 63 and 66 registrations through LPL Financial.
Gregg lives in San Diego with his wife, Danette, and children Dominik, Noah, and Sofia. In his free time, he enjoys travel, golf, sports, and spending time with family. He is an avid New York Mets fan and has visited more than 30 countries.
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...