Kathy Patterson, CFP®, SENIOR Financial Advisor 

Viewpoint - Pleasanton

I have been a CERTIFIED FINANCIAL PLANNER ™ Professional for over 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.  


FINRA Series 7 and 63 registrations held through Commonwealth Financial Network


7011 Koll Center Parkway, Suite 260, Pleasanton CA 94566   |   925-227-8858   |