Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Valley Center > Patricia C. Patterson, CFP®, CMFC®
Find the Certified Financial Planner™
Who's right for you.

Patricia C. Patterson, CFP®, CMFC®

Premier Financial Planning, Inc.

30535 Star Haven Drive
Valley Center, CA 92082
Phone: (760) 751-2397
Fax: (760) 749-6807

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Business Taxes
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.