Sheryl Patterson, CFP

Biography

Whether you are building your personal wealth, or already retired looking for income, I can help you. Using a personalized planning process I first help to define each client's goals, then develop to help work toward these goals.

Each client will have different needs:

• Planning for retirement
• Income during retirement
• Education and college planning
• Estate planning

To help fulfill these needs I can help determine a plan, suggest an asset allocation strategy, implement the plan, and monitor and adjust the portfolios as needed.

As an advisor who puts your interests first, I serve my clients with professionalism, responsiveness, and concern.

 

Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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