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RJ Patterson Group
RJ Patterson Group is a Registered Investment Advisory (RIA) firm that offers comprehensive, customized financial planning for individuals, couples, and...
Overview
RJ Patterson Group is a Registered Investment Advisory (RIA) firm that offers comprehensive, customized financial planning for individuals, couples, and businesses. Services include investment management, retirement strategies, tax strategies, estate planning, personal trust services, and 401K plans. The firm positions itself as full-life financial guides helping clients achieve their Ascent to Prosperity™, with a hands-on boutique service approach.
General information
Firm type
RIA
Location
City
San Diego
Principals
RJ Patterson
Founder
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