Kevin A. Patterson, CFP®

Founder and CEO

As a founding partner of Guided Wealth Advisors, Kevin began his Financial Planning career in January of 2004 with Smith Barney and moved his practice to LPL Financial in July 2009.  After over 1400 hours of analyzing and studying the principles of financial planning, he received his CFP® (Certified Financial Planner™) designation in 2015.  Kevin utilizes his extensive study of the global financial markets and financial planning principles to customize and implement financial plans for individuals, families and businesses.  For every client the goal is the same, to create an investment strategy for a successful retirement and a secure, well-planned retirement income.  Your financial life is not just about money and wealth; it is about you, your family and your priorities at every stage of life. You have questions and Guided Wealth Advisors are here to help you find the answers