Integrity. Respect.

Collaboration. Stewardship.

At RJ Patterson Group, we believe that everyone deserves to feel great about their money. We take great pride in listening to what our clients really want, building relationships focused on helping them achieve their financial goals. Here’s how we do it.

Integrity

Our passion is for people to be prosperous and make their financial dreams a reality. As an RIA (Registered Investment Advisory firm), we are legally bound to work in your best interest. By understanding your personal goals and concerns, we promise to deliver tailored and transparent guidance.

Integrity

Our passion is for people to be prosperous and make their financial dreams a reality. As an RIA (Registered Investment Advisory firm), we are legally bound to work in your best interest. By understanding your personal goals and concerns, we promise to deliver tailored and transparent guidance.

Respect

We understand “prosperity” means many things to many people, and we strive to understand what it means for you. As your full-life financial guides, we will help you build a sustainable future for the life you live, the ones you love, and the legacy you leave behind.

Respect

We understand “prosperity” means many things to many people, and we strive to understand what it means for you. As your full-life financial guides, we will help you build a sustainable future for the life you live, the ones you love, and the legacy you leave behind.

Collaboration

We are wholly dedicated to helping you visualize a better path to lasting wealth. We guide clients on the financial path leading to their Ascent to Prosperity™.

Collaboration

We are wholly dedicated to helping you visualize a better path to lasting wealth. We guide clients on the financial path leading to their Ascent to Prosperity™.

Stewardship

From basecamp to summit, think of us as your personal “Wealth Sherpa,” guiding you along the path leading to your Ascent to Prosperity™, coaching you along your journey to make the right decisions as it relates to your finances along the way.

Stewardship

From basecamp to summit, think of us as your personal “Wealth Sherpa,” guiding you along the path leading to your Ascent to Prosperity™, coaching you along your journey to make the right decisions as it relates to your finances along the way.

Why We’re Different

  • Big-investment experience, boutique service
  • Hands-on personalized service approach
  • Same-day response
  • Always willing to come to you
  • Always directly available by cell
  • Always polite and personable
  • Always ready to go the extra mile
  • Big-investment experience, boutique service
  • Hands-on personalized service approach
  • Same-day response
  • Always willing to come to you
  • Always directly available by cell
  • Always polite and personable
  • Always ready to go the extra mile

Our Team

Robert Patterson

CEO

  • R.I.A. (Registered Investment Adviser)
  • C.R.P.C. (Chartered Retirement Planning Counselor)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Fiduciary
  • Charles Schwab
  • Morning Star
  • NFL approved financial advisor for athletes

  • R.I.A. (Registered Investment Adviser)
  • C.R.P.C. (Chartered Retirement Planning Counselor)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Fiduciary
  • Charles Schwab
  • Morning Star
  • NFL approved financial advisor for athletes

Robert Patterson provides comprehensive financial planning advice focusing on the investment needs of high net-worth clients, businesses, and other select individuals. He graduated with honors from San Diego State University with a degree in Liberal Arts and Sciences. He received his certification as a chartered, retirement planning counselor from the College for Financial Planning.

Mr. Patterson is a committed supporter of his community and an active member of the San Diego Nice Guys, a non-profit charitable organization who dedicate their time and money to helping families, schools, and foundations in and around the San Diego area. He currently lives in San Diego with his wife, Audrey, and their two children, Rachel and Zachary.

Sofia Gutierrez

Executive Assistant

Sofia is in charge of the day-to-day administrative and operations procedures which includes managing account updates, assisting clients with various requests and overall ensuring a seamless back office. When contacting the RJ Patterson Group office, she will be the friendly voice that will most likely greet you. Sofia is also bilingual and can gladly assist any of our Spanish speaking clients with questions or concerns they may have.

Before working for the RJ Patterson Group, Sofia worked in customer service where she gained more than 10 years of experience which taught her the value of establishing relationships with clients, problem solving in situations under pressure and how to work in fast-paced environments. Sofia is a native San Diegan and is currently working towards finishing her degree in Writing and English literature. On the weekends, you can find her having brunch with her mom and sisters which is a family Sunday tradition. Her passions include travel, reading and spending time with loved ones.

Interested in joining our team?

Contact us today

Interested in joining our team? Contact us today

A Five Star Advisor Approach to Risk Management

★★★★★

With our services, clients feel even safer knowing they’re working with a Five Star Advisor.

Five Star Professional, an organization that conducts market research in order to define and promote professional excellence, helps consumers find and work with professionals that have already been approved and trusted by many others before. Partnering with a Five Star Advisor here at RJ Patterson Group, it’s a testament to the fact that other people, just like you, have used our services previously and already had great success.

Such services include, of course, risk management. We keep up-to-date with clients so we can make sure to forecast and evaluate any potential financial risks.

By discussing each client’s goals and needs, our advisors work to identify risks or minimize any impact before they actually happen. With risk management, planning and strategy are key to assuring an upward ascent on the Ascent to Prosperity™.

402 West Broadway, Suite 2500
San Diego, CA 92101

A More Personal Way to Plan.

Our Pledge: Integrity. Respect. Collaboration. Stewardship.
At RJ Patterson Group, we believe that everyone deserves to feel great about their money. We take great pride in listening to what our clients really want, building relationships focused on helping them achieve their financial goals.