Patrick Milford

Patrick is an Associate Director in Pathstone’s Bellevue, WA office, where he serves families and institutions by helping them manage their financial well-being. His approach emphasizes clarity, collaboration, and tailored solutions to meet each client’s unique goals. 

With more than a decade of experience in the industry, Patrick began his career supporting clients and advisors in areas such as asset management, wealth management, and financial planning. He earned his degree from the Daniels College of Business at the University of Denver in 2014 and achieved the Certified Financial Planner™ (CFP®) designation in 2020. 

Patrick lives in Seattle with his dog, Beau. Outside of work, he enjoys live music, cooking, and wine. He is an active member of GSBA, Washington State’s LGBTQ+ and allied Business Association, and serves on the Board of Directors for Bridgeways, a nonprofit providing support services for individuals living with mental illness. 

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.