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 Counselor™
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance - University of Maryland Global Campus
Visit one of our Locations
Seattle I - Lynnwood
20700 44th Ave W.
Suite 240
Lynnwood, WA 98036
Washington DC V - North Bethesda
6550 Rock Spring Drive
Suite 510
Bethesda, MD 20817
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
