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Christian Patterson

Christian Patterson, CFP®

Senior Wealth Advisor

Overview

Christian specializes in serving corporate executives to develop personalized, comprehensive financial plans.

As a Certified Financial Planner professional, he takes a holistic approach to planning that encompasses not only financial and investment planning, but also the complex topics of tax and estate planning. He understands, and values, that no two situations are alike, and believes every family deserves a financial plan tailored to their unique circumstances.

One of Christian’s favorite financial planning topics is philanthropy. He appreciates the opportunity to craft giving strategies that allow clients to maximize the impact of their support for charitable causes and organizations.

Since many of Christian’s clients are extremely busy corporate executives, he understands the value of their time and aims to relieve them from the stress and burden of managing their own finances. With a “white glove service” approach, Christian takes on as much of this responsibility as possible so his clients can focus their precious time on the things that matter most to them.

Christian joined QuadCap in 2024 after six years at Exencial Wealth Advisors, where he served numerous high and ultra-high net worth families.

Christian welcomes the opportunity to help you navigate your unique financial journey.

Outside The Office

Christian and his fiancée Grace currently live in Christian’s hometown of Baton Rouge, Louisiana where Grace is finishing her PhD in School Psychology at Louisiana State University. They love spending time together with their Goldendoodle, Oliver, as well as with friends at local trivia events, playing disc golf, and exploring the area to try new restaurants.

Christian also has a passion for all things automotive and traveling to learn more about different cultures and unique places. He is a passionate advocate for animal welfare and financial literacy.