Robert Patterson,


Robert Patterson provides comprehensive financial planning advice. He focuses on managing the investment needs of high-net-worth clients, businesses, and other selected individuals.

Mr. Patterson develops customized retirement plans specifically designed to help clients manage their assets, meet their financial goals and enhance their financial potential. His broad financial planning knowledge and experience includes retirement and estate planning, 401(k)s, stock options, equities, fixed income funds, insurance services, and mutual funds.

Mr. Patterson 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 also 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.

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.

How many years have you been in practice?

Over 18 years at various companies. Previously I was in the furniture business and owned stores, factories, and distribution centers. I come with a business owner experience background.

What would you say your specialty is?

I help people work on their fears in finance. I help them clarify what those goals are and pick a path for them to get there. Showing the way to the ascent to prosperity and showing the potential to what you can have in life by working on your financial goals.

What are you most passionate about professionally?

Many of my clients start with not even thinking they can accomplish some of their goals and then we get there. Helping them get to the top, whether it’s sending their 3 kids through college, owning an apartment building, buying a home or a vacation rental abroad, etc.