PATRICK COLLINS, CLU®, CFA

Principal Emeritus

Patrick Collins is a founding principal of Schultz Collins. Mr. Collins holds the Chartered Financial Analyst® (CFA®) and Chartered Life Underwriter (CLU®) designations. He holds a doctorate in english and a Professional Designation in Financial Planning from the University of California, Berkeley.

Mr. Collins taught the Portfolio Management course in the Masters in Financial Analysis degree program as an adjunct professor in the School of Management at the University of San Francisco. Previously, Mr. Collins taught both the Beginning and Advanced Portfolio Theory sections in the CFA program, as well as CFA Level Three courses in Investment Policy for Institutional Investors, Asset Allocation and Portfolio Trading and Investment Strategies.

Mr. Collins has taught the Investments in Financial Planning course in the CERTIFIED FINANCIAL PLANNER™ (CFP®) program as an adjunct professor at the University of Baltimore, as well as the Asset Management course for the Certified Employee Benefit Specialist degree program sponsored by the Wharton School of Business at the University of Pennsylvania. Additionally, he has presented MCLE-approved programs to both the Tax Section and the Estate and Probate Section of the Bar Associations of San Francisco, Alameda and Los Angeles counties. He has been nominated five times as a faculty member at ALI-CLE (formerly, ALI-ABA) national conferences on “Representing Estate and Trust Beneficiaries and Fiduciaries.”

Mr. Collins provides litigation support services for disputes involving both investment and insurance issues within a fiduciary law context. He is a member of the CFA Institute, The Security Analysts of San Francisco and the Society of Financial Service Professionals.

He is the author or co-author of over four dozen articles published in Trusts & Estates Magazine, Real Property Probate & Trust Journal, the Journal of Asset Protection, the Journal of Financial Planning, Insurance Law, California Trusts and Estates Quarterly, ACTEC Journal, The Journal of Financial Services Professionals, Maryland Bar Journal, Banking Law Journal, Wealth Strategies Journal, The Journal of Investing, Retirement Management Journal and other journals. He is co-author of the book Longevity Risk and Retirement Income Planning (2015), published by the CFA Institute Research Foundation, and is currently working on a new book, Retirement as a Risky Project: Monitoring, Evaluating, and Managing a Retirement Income Portfolio.