Joshua W. Patterson,  CFP<sup>&reg;</sup> - Financial Advisor

Joshua W. Patterson, CFP®

Senior Wealth Advisor

Avidian Wealth Solutions

Avidian Wealth Solutions, 800 Town and Country Blvd
Houston, TX 77024-4558
FINANCIAL ADVISOR'S WEBSITE
(281) 822-8800 CONNECT WITH Joshua
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General

Joshua Patterson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Avidian Wealth Solutions in Houston, TX and the surrounding communities.

Financial Advisor Experience

Began career in financial planning services in 1998

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX
  • Fixed annuities: TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Men's Finances, Special Needs, Women's Finances

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