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Christian Patterson, CFP®

Wealth Advisor

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Christian is a wealth advisor dedicated to delivering comprehensive fiduciary advice. Collaborating closely with fellow wealth advisor Monica Sipes, Christian ensures families receive tailored financial solutions that address their needs.

 

Christian earned his undergraduate business degree from Southeastern Louisiana University in 2018. Furthering his expertise, Christian obtained a financial planning certificate from Southern Methodist University in 2020 and subsequently attained the esteemed designation of becoming a CERTIFIED FINANCIAL PLANNER™ professional, after having met all the education, examination, experience, and ethical standards set forth by the CFP® Board.

 

Motivated by a passion for helping individuals achieve their life aspirations, Christian draws upon his firsthand experience working with corporate executives to address the nuanced financial challenges even high earners encounter. Recognizing that true financial well-being transcends income, he advocates for the transformative power of financial education, meticulous planning, and the guidance of a trusted fiduciary in alleviating financial anxieties.

 

Christian embraces the belief that sound financial health hinges upon the development of a meticulous, goal-oriented financial plan – a blueprint tailored to guide clients from their current financial position to their envisioned future.

 

Beyond his professional endeavors, Christian extends his commitment to community service as a valued member of the board of directors for Pav's Pals, a Baton Rouge-based 501(c)(3) charitable organization. Pav's Pals is dedicated to providing essential support to pet owners facing unforeseen or unmanageable medical expenses, firmly believing that the joy of pet companionship should remain accessible irrespective of financial circumstances.

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