Financial Planning Tools for Individuals

Reaching the Summit

On the Ascent to Prosperity™, nothing is more important than an advisor watching out for obstacles and opportunities along the way.

At RJ Patterson, we provide you with the necessary financial planning tools for you to make informed fiscal decisions. By identifying your primary goals, we define your options, provide recommendations for a diversified portfolio, and create a realistic action plan that delivers fiscal clarity.

You’re not alone. We deliver continuous support along the path from basecamp to summit.

The Ascent to Prosperity™ Process

Assess

Consolidate

Collaborate

Activate

Manage

Assess

Consolidate

Collaborate

Activate

Manage

Our experts can help you make smart fiscal decisions you’ll feel good about. Contact us today to get started

Our experts can help you make smart fiscal decisions you’ll feel good about. Contact us today to get started 

Retirement Plan Design

Retirement Plan Design

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

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Pro Athlete Consulting

Pro Athlete Consulting

Transforming the wealth created on the field into long-term financial success.

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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.