Pro Athlete Consulting

The “I” in Fiscal Management

We’ve all heard the phrase “there’s no ‘I’ in ‘Team’”. And while the idea of teamwork defines success on the field, a different mindset is required when it comes to financial planning. Why? Because as a professional athlete, your finances are all about you and what your future holds. If you want to be fiscally fit, let’s work together on your goals and focus on that “I”.

We at the RJ Patterson Group are proud to train our professional athletic clients to retain the wealth they’ve created and achieve long-term financial success.

Just as a sports coach earns trust through helping his or her players to achieve their on-field goals, we’ve built trusting relationships with our clients by doing the same for their financial well-being.

We help you keep your head in the game with your finances. Contact us today to get started 

We help you keep your head in the game with your finances. Contact us today to get started

Financial Planning Tools

Financial Planning Tools

Helping you to achieve peak fiscal fitness and position your financial assets for continuous growth.

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Retirement Plan Design

Retirement Plan Design

Creating the path to long-term financial success and fiscal security in retirement.

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Fiduciary Services

Fiduciary Services

Tailored, transparent guidance to help every client realize both investment and life goals.

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Investment Management

Investment Management

Utilizing our expertise to help clients become confident, successful investors.

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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.