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Lavonne

Patterson

CRPC鈩, CFP庐

picture of a planner

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鈩

CERTIFIED FINANCIAL PLANNER鈩

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鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e 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.

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