Patti Black
I am an experienced CERTIFIED FINANCIAL PLANNER™ professional helping clients retire with purpose and confidence.
- Role
- Financial Advisor, Member Owner at Savant Wealth Management
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Patti Black
Retirement planning isn’t just about money—it’s about making your wishes known and your…
Experience
Financial Advisor, Member Owner
Dec 2023 — Present · Birmingham, AL, US
Bridgeworth joined forces with Savant Wealth Management on November 30, 2023.
Education
University of Alabama
B.S., Consumer Sciences with Concentration in Family Financial Planning
1988 — 1992
Skills
- Retirement Planning
- College Funding Strategies
- Financial Planning
- Para Planning
- Wealth Management
- Personal Risk Management
- Financial Advisory
- Insurance Analysis and Review
- Comprehensive Planning
- Investments
- Estate Planning
- Investment Advisor
- Investment Management
- Life Planning
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