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About Us

<sup>Welcome to Guided Wealth Advisors</sup>&#160;<br/>Seeking to be your beacon in the vast financial landscape, located in the beautiful Huntington Beach, CA.<br/>

Welcome to Guided Wealth Advisors 
Seeking to be your beacon in the vast financial landscape, located in the beautiful Huntington Beach, CA.

Located in Huntington Beach, CA, Guided Wealth Advisors seeks to serve as a trusted ally in the vast realm of finance. Established in 2004 as the Patterson Group, we rebranded to Guided Wealth Advisors in 2012, upholding our desired reputation for trust, expertise, and dedicated service. Collectively, we offer over 50 years of experience in financial planning and wealth management.

Driven by honesty and integrity, we are dedicated to equipping you with the knowledge and support necessary to navigate your financial path. Our team of accredited financial planning professionals adheres to a fiduciary standard, prioritizing your best interests in every decision we make.

Guiding You Every&#160;<br/>Step of the Way

Guiding You Every 
Step of the Way

Recognizing the complexity of the financial landscape, we are here to guide you through each phase, clarify your options, and devise a strategy tailored to your specific objectives.

Our aim is for you to feel supported throughout your financial journey. Count on us striving to provide the expertise, strategies, and proactive service essential for your financial future. Ultimately, your success is our ultimate reward.

Meet The Team 
Who You’ll Be Working With

Kevin A. Patterson, CFP®

CEO and Founder

Since 2004, I have been dedicated to helping individuals reach their financial goals and secure retirements. Emphasizing strategic planning over emotional decisions is my ethos.Financial advising is a family tradition—my father...

Kimberly Choi-Lindley

Operations & Client Relationship Manager, LPL Registered Client Service Associate

In 1993, I unexpectedly entered this industry post-college and found my true calling. Assisting clients in achieving their financial goals has become my lifelong passion.I believe in a client-centric approach—listening...

Brooke Simmons

Chief Compliance Officer

Brooke began her career in the financial services industry in 1995 as a Client Service Assistant. By 1998, she obtained her securities registration and realized that she really loved the legal and compliance side of the business. She...

Begin Your Partnership By Scheduling a Meeting

We look forward to the opportunity to work beside you and help craft your future. Meet with our advisors and let’s take the first steps together.

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