Ross L. Patterson,  CFP<sup>&reg;</sup> - Financial Advisor

Ross L. Patterson, CFP®

Simaris Financial

5808 gorham glen ln
Austin, TX 78739
FINANCIAL ADVISOR'S WEBSITE
(512) 298-2085 CONNECT WITH Ross
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General

Ross Patterson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Simaris Financial in Austin, TX and the surrounding communities.

Financial Advisor Overview

Simaris Financial was founded in 2019 to help individuals and families find their true purpose in life, and align their finances to this purpose. Our clients, while at varying stages of life, are all seeking an invested partner and financial expert who can help them discover and define what matters most to them. We are passionate about helping our clients remove the obstacles to a fulfilling and energizing life.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Life Planner (RLP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning

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Helpful Financial Planning Resources