Wealth Advisor for Women San Francisco

Patricia Allen, CRPC®  

is on a mission to revolutionize women's relationship with their money.  As a Women's Wealth Advisor, Patricia shows women how to become more engaged in their financial affairs and gain more confidence in their financial decisions.


Patricia Allen is an independent Chartered Retirement Planning Counselor, specializing in helping women navigate the complex world of finance with a sound, holistic approach. Patricia is passionate about her work with women, business owners, and their families. Patricia partners with women that have experienced a life-changing event such as loss of spouse, divorce, career change or approaching retirement. She assists them during this transition in helping to create prosperity by balancing their long-term financial planning goals.


Patricia is energized when helping create the financial roadmap for her clients and their families -- consistently delivering an achievable and realistic plan that clarifies their goals based on their values. She is dedicated to providing continuing education on multiple levels, financial literacy, and working toward solutions that are both comprehensive and innovative.


Research indicates that women small business owners often have substantial unmet needs for integrated personal and business financial planning.  Patricia has built her 23-year practice by the integration of sound financial planning and access to the right professionals.


Patricia stays focused on understanding the unique financial and emotional challenges that women encounter after experiencing a life-changing event. “Confident, empowered and free” are how her clients describe the benefits of working with Patricia Allen.


Patricia holds the credential of CRPC® (Chartered Retirement Planning Counselor) and licenses as an insurance professional. She has broad and varied experience and expertise with a heavy emphasis in areas which include:  Retirement Planning, Retirement Income Planning, Financial Planning, Social Security Planning, and Small Business Planning. Patricia uses this broad range of experience to help her clients live their ideal life, their life by design.  


SERVICES OFFERED:  Wealth Management, Financial Planning, Retirement Planning, Retirement Income Planning, Social Security  Planning strategies, Fee-Based Consulting, Safe Money Strategies


LICENSES:  Life and Health Insurance     


DESIGNATIONS: CRPC®, Chartered Retirement Plan Counselor 

PFP, Personal Financial Planner 


EXPERIENCE SPECIALIZED:  5 years Savvy Social Security Planning for Boomers Program, 7 years Retirement Planning and Retirement Income Planning, 23 years Securities and Investment and Financial Planning 

As a lifelong volunteer, Patricia finds joy in giving back to her community. She is passionate about healthy living and physical fitness. When she is relaxing Patricia enjoys sports, golf, theater, world travel, and music.  

Schedule your complimentary discovery phone session TODAY!

Take the first step,  let's get acquainted! We listen and inquire about your past and present experiences, family, and concerns. Tell me your story and I will design a plan based on your values, goals - what's important to you.


Patricia Allen

is to create a world where every woman feels inspired and motivated to move beyond her fears, where she feels confident in her ability to make important financial decisions to create the life of her dreams”

is to help women gain clarity around their money, while they come to understand the purpose for their money; and to inspire them to embrace their financial life with confidence taking one step at a time”

Chartered Retirement
Planning CounselorSM or CRPC®


Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the
Standards of Professional Conduct and complying with self-disclosure requirements.

I have held this designation since 2011