Integrity. Respect.
Collaboration. Stewardship. Advocacy.
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
Honest and transparent advice
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
Honest and transparent advice
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
Support for all points of view
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
Support for all points of view
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
True partnership with every client
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
True partnership with every client
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
Expert guidance on the journey to prosperity
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
Expert guidance on the journey to prosperity
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.
Advocacy
Always acting in the best interest of each client
As true partners and champions of your long-term success, we are committed to ensuring that your voice is heard, your rights are safeguarded and your views and wishes are genuinely considered in all decisions related to your journey to financial freedom and fiscal security.
Advocacy
Always acting in the best interest of each client
As true partners and champions of your long-term success, we are committed to ensuring that your voice is heard, your rights are safeguarded and your views and wishes are genuinely considered in all decisions related to your journey to financial freedom and fiscal security.
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
- I.A.R. (Investment Advisor Representative) of the 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
- I.A.R. (Investment Advisor Representative) of the 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
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
Client Service Associate
Ana Padilla
Executive Assistant
Kameron Barzegar
Investment Adviser Representative
Kameron assists clients in all areas of their financial life: planning, coaching, consulting, risk mitigation and custom portfolio design. He graduated with honors from The University of Arizona, Eller College of Management with a degree in finance. He is a Registered Investment Adviser in the state of California. CRD#:7420772
Kameron is passionate about teaching financial literacy to help clients achieve their objectives. He is skilled in building custom portfolios to reflect each client’s individual risk, time horizon, and objectives. He believes every person should be educated on the investments they undertake, why they were selected, and potential risks involved, to ensure clients are comfortable with their investment selection.
In his free time, you might catch him at the beach or in the mountains skiing.
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™.
