Lavonne Patterson
CRPC™, CFP®
Here to act in your best interests
About me
I knew financial planning was the career for me when I saw the pathway it can provide for living your best life! This has motivated me to help my clients reach their goals with objective financial advice and strategic planning throughout every season. I believe a good financial planning relationship makes it easy for my clients to navigate their finances in a way that they can understand and feel good about.
Certifications
Chartered Retirement Planning Counselorâ„¢
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Science, Finance - University of Maryland Global Campus
Visit one of our Locations
Washington DC V - North Bethesda
6550 Rock Spring Drive
Suite 510
Bethesda, MD 20817
Seattle I - Lynnwood
20700 44th Ave W.
Suite 240
Lynnwood, WA 98036
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
