About 2018-02-19T17:07:55+00:00

About Patterson Financial

Chris Patterson

Chris is a lifelong resident of Jacksonville and a graduate of the University of North Florida where he was a four year letterman and captain of the men’s basketball team. Chris loves sports and is involved in coaching and supporting his kid’s athletic ventures and is an avid Jacksonville Jaguars fan!

As a lifelong athlete and former coach Chris brings a coaching mentality to his clients and is always focused on helping to improve the financial situation of his clients.

Chris is a CPA and registered investment advisor and has developed a system of integrating tax planning and money/investment management via his Profit Mastery and Tax Free Retirement systems. Clients are the beneficiaries of a unique perspective of current and long term tax planning that few professionals are able to provide.

Having served individual and small business clients for over 18 years Chris’ desire to coach his clients combined with a unique, one of a kind financial management platform has made Chris a go to financial professional.

At Patterson Financial, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Patterson Financial are proud to be independent financial professionals.

The Patterson Financial Core

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Patterson Financial creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our office at (904) 285-4489. We can schedule a time that’s convenient for you, and there’s absolutely no cost or obligation.


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