Robert Patterson
Managing Director, Portfolio Manager, CRPS and CRPC
- Role
- Chief Executive Officer at Rj Patterson Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Robert Patterson
For 20 years, I\'ve sat across from people who had, by every visible measure, made it. The…
Experience
Chief Executive Officer
Apr 2014 — Present
Our mission at the RJ Patterson Group is to understand our clients’ needs and aspirations, and help them achieve their financial goals. As trusted advisors, we seek to enhance your financial success and security. We believe successful wealth management is based on a big picture approach. By taking a long-range view and establishing strong relationships with our clients, we can provide a higher level of personalized, comprehensive wealth advisory services.
Skills
- Portfolio Management
- Sales Management
- Wealth Management
- Financial Services
- Marketing Strategy
- Financial Planning
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Financial Analysis
- Financial Advisory
- Customer Service
- Management
- Investments
- Wealth
- Sales
- Finance
- Investment Strategies
- Strategic Planning
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