Patrick FletcherCFP®, CAP®, IPA
Co-Founder · Integration & Philanthropy
Patrick Fletcher approaches wealth management by looking beyond individual financial decisions to understand how they connect. At GenSphere, he leads the integration of financial planning, investments, family priorities, and philanthropy, bringing the broader implications of each choice into view.
The decision people focus on is rarely the only one that deserves attention.
Early in his career, Patrick helped grow an independent wealth management firm shortly after its launch. His experience across advanced planning, client advisory, portfolio management, investment research, and client service gave him a broad understanding of how these disciplines work together. He also developed a close working relationship with Ryan Halleran, learning from Ryan’s planning expertise while building his own perspective on integrating advice, technology, and client service.
Patrick later joined Ryan at D.A. Davidson, where they co-led the development of its private wealth program. Paulina Hazen subsequently joined the team, further strengthening their shared approach to serving complex client needs.
Patrick has a passion for philanthropy and planned giving. He connects families’ charitable intentions with their broader financial and estate planning. He believes effective stewardship begins with understanding what families value and the impact they hope to make.
Patrick studied Finance and Information Systems at the University of Washington’s Foster School of Business, with a minor in Mathematics. He holds the CFP®, CAP®, and IPA credentials.
