Patrick O'Gara

Pat O’Gara began his career at Strategies for Wealth as an intern during his senior year at Fairfield University. Through prior experiences at several respected financial institutions, he developed an early perspective on the industry, but it was at Strategies for Wealth that he recognized something fundamentally different. The firm’s approach went well beyond account statements and benchmarks, emphasizing deep, personal relationships built around understanding what clients truly value and want to achieve.

After practicing independently for a year, Pat partnered with senior advisor Steve Wilson, and together they co-founded what has become a comprehensive financial services team. Since 2009, Pat has helped shape a planning philosophy rooted in education and clarity—equipping clients with the understanding needed to self-discover their ideal path forward and align their financial decisions with what matters most to them. Pat is driven by a desire to be the best husband, father, and financial coach he can be, alongside his wife Shana and their two children, Kennedy and Connor.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4334674.