About Us
Welcome to Guided Wealth Advisors
Providing Clarity and Direction in Today’s Financial Landscape
Based in Huntington Beach, California, Guided Wealth Advisors provides experienced, client-focused financial planning and wealth management services.
Originally founded in 2004 as The Patterson Group, our firm rebranded in 2012 to reflect our commitment to delivering valued guidance and personalized strategies. With over 50 years of combined experience, our team brings deep expertise to every client relationship.
As fiduciaries, we are dedicated to acting in your best interest—offering personalize advice, clear direction, and tailored strategy to help you pursue your financial goals with confidence.
Guiding You Every
Step of the Way
We understand the complexities of today’s financial landscape and are committed to guiding you through each stage with clarity and purpose. Our approach focuses on simplifying your options and developing strategies aligned with your unique objectives.
Our goal is to ensure you feel supported and confident throughout your financial journey. You can rely on us to deliver thoughtful expertise, tailored strategies, and proactive service designed to help manage your financial future. Your success remains the ultimate measure of our work.
Kevin A. Patterson, CFP®
CEO and Founder
Since 2004, I have been dedicated to helping individuals pursue their financial goals and plan for 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 pursuing their financial goals has become my lifelong passion.I believe in a client-centric approach—listening...
Brooke Simmons
Chief Compliance Officer