Ross L Patterson, CFP®


Financial Planner & Founder
Life Path Financial
5808 Gorham Glen Ln
Austin, TX 78739
United States
Phone: 512-298-2085
Email: ross@lifepathfinancial.com
Website: https://www.lifepathfinancial.com/
Training: Active Registered Life Planner® more info

Life Path Financial is dedicated to helping families and individuals reduce taxes, invest smarter, and retire on their terms. Each of us has the power to create a life we love and with purpose. Design your life the way you want, no matter where you are in your journey. Life Path Financial provides comprehensive financial life planning and investment management designed to help you plan better and live better.

Specialties
Tax planning, investing, retirement planning, student loans, college/education planning, cash flow management, business planning, paying off debt, insurance.

About My Practice
Life Path Financial LLC was founded in June 2019 and is a fee-only fiduciary financial planning firm.

About Ross Patterson
Ross graduated from Rochester Institute of Technology with a BS in Microelectronic Engineering. He worked as a software engineer for thirty years in the semiconductor industry. In that role he helped develop and deliver chips we all love to use but don’t know are there. He has helped people at every opportunity with their finances for years. He is a CFP® (Certified Financial Planner™). Life Path Financial is a member of NAPFA, FPA, and XY Planning Network.

Ideal Clients
Each of Us Has the Power To Create a Life We Love And With Purpose. Design your life the way you want, no matter where you are in your journey. We specialize in serving clients anywhere in the US to dream big and embrace the financial freedom we all deserve. We offer professional financial advice that empowers you to make the most of your resources: time, energy, talent, money. We are passionate about aligning your money with your ideal life, freeing up your time to enjoy what matters most. Let's Chat!

Compensation
Fee-Only Service Options Include - Comprehensive Financial Planning & Portfolio Investment Management.

Industry Start Date
2014