John Thomas Patton
Financial Advisor | Associate Manager at Ameriprise Financial Services.Empowering Veteran and Christian Business Owners and Families to Make Informed Financial Decisions
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
About John Thomas Patton
Are you a Christian or veteran family or business owner striving to secure your financial future? At Ameriprise Financial, I specialize in providing tailored financial planning services designed specifically for Christian and veteran families and businesses. My focus is on understanding your unique values and goals to craft a comprehensive plan that safeguards your legacy and ensures financial stability.Here\'s how we can collaborate:*Personalized Financial Planning: Develop a customized financial roadmap that aligns with your values and objectives, taking into account your family\'s specific needs and aspirations.*Business Succession Planning: Strategize the seamless transition of your business, ensuring continuity and preserving your hard-earned legacy.*Retirement and Investment Strategies: Design retirement plans and investment portfolios that optimize growth and security, tailored to both personal and business objectives.*Risk Management Solutions: Implement risk management strategies to protect your family and business assets against unforeseen events.*Philanthropic Planning: Create charitable giving strategies that reflect your values and allow you to make a meaningful impact within your community and beyond.As a fellow veteran and member of the Christian community, I am deeply committed to serving individuals and families who share these important values. With a keen understanding of the challenges and opportunities facing veteran and Christian business owners, I am dedicated to helping you navigate the complexities of financial planning with confidence and peace of mind.Beyond the office, my wife, our two young children, and I cherish moments spent bonding over shared activities like golfing, time with family, time at the park and baseball. Additionally, we are actively involved in serving our church and participating in charitable initiatives, such as the Alzheimer\'s Walk.Your financial well-being is too important to leave to chance. Let\'s work together to create a financial plan that empowers you to achieve your long-term goals and secure the future of your family and business. Reach out today to schedule your complimentary consultation.
Experience
Financial Advisor
Ameriprise Financial Services, LLC
Dec 2023 — Present · Roseville, CA, US
Education
California State University-Sacramento
Kinesiology, Therapeutic Exercise
2013 — 2015
Orange Coast College
Health and Physical Education/Fitness
2010 — 2012
Vanguard University of Southern California
Kinesiology and Exercise Science
2011 — 2011
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