Kevin A. Patterson, CFP^®

Since 2004, I have been dedicated to helping individuals seek to reach their financial goals and confident retirements. Emphasizing strategic planning over emotional decisions is my ethos.

Financial advising is a family tradition—my father and brother were advisors. I possess a natural affinity for numbers, making this career path a seamless fit.

A graduate of the University of San Diego, I broadened my horizons in Seville, Spain, becoming bilingual.

My family—wife Kelly, sons Jake and Andrew—is my motivation. I instill in my boys the importance of financial literacy and long-term investment.