Kathy Patterson
 

 

KATHY PATTERSON, CFP®, SENIOR FINANCIAL ADVISOR 

VIEWPOINT - PLEASANTON

I have been a CERTIFIED FINANCIAL PLANNER™ professional for more than 26 years.  Early in my career, I felt a special connection to women who were handling their finances alone for the first time. These women would tell me that I had the ability to take a complicated subject and make it simple, that I made it less intimidating, and that they felt empowered. My local bank heard about me and asked that I do a presentation for their widowed clients. That presentation evolved into a workshop for women new to investing, which I taught at Rosa Junior College's Adult Education Department for 10 years. 

In 2012, I retired from financial services to pursue an entrepreneurial venture growing microgreens for fine-dining hotels and restaurants. Despite the success we enjoyed, I missed working one-on-one with clients.  I sold my half of the business and returned to financial services in 2018. 

Ben and I have known each other professionally for more than 20 years. We share a commitment to providing solid, practical advice and using our expertise to help clients build and protect their investment portfolios.

I have been married to my high school sweetheart for 41 years.  We live in Sebastopol with our two daughters, both now in college.  


CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network

 

7011 KOLL CENTER PARKWAY, SUITE 260, PLEASANTON, CA 94566 | 925-227-8858 | [email protected]