Bio

Wealth Advisor for Women San Francisco 

"Master the Feminine Approach To Building Wealth"

PATRICIA ALLEN, MY BIO

Patricia Allen, CRPC® is an award-winning author, international speaker, Wealth Advisor, Women’s Financial Empowerment Expert and independent Chartered Retirement Planning Counselor, specializing in helping women navigate the complex world of investments and personal finance, by mastering the feminine approach to building wealth. 

This approach will allow you to deal with money from your head as well as your heart.  It will expand your understanding of money from simple accounts and numbers to stories that show how deeply your relationship with money can influence the people and things you love in your life.  

Patricia partners with women that have experienced a life-changing event, such as the loss of a spouse, divorce, career change, or approaching retirement.

During this transition, she will assist you by creating your Lifestyle Wealth Roadmap and Safe Money Strategies designed to protect and grow your assets and income and allow you to achieve financial freedom and independence with purpose, clarity, and confidence. 

Patricia’s goal is to meet her clients’ financial needs and her job as a fiduciary is to do what they would do if they had the time and expertise.  Investment management lies at the core of wealth management.  Wealth management connects their investments to their life goals. 

Patricia is energized when helping create the financial roadmap for her clients -- consistently delivering an achievable and realistic plan that clarifies their goals based on their values.

She is dedicated to providing continuous education on multiple levels, financial literacy, and working toward solutions that are both comprehensive and innovative. 

Patricia has built her over 24 years of practice by providing her clients with the integration of sound financial planning and access to the right professionals. 

Her ultimate success as a wealth advisor will be marked by her ability to meet and constantly surpass the expectations of her clients and in doing so, truly make a difference in their lives and the lives of their families. 

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.  

SERVICES OFFERED:  Safe Money Planning and Strategies, Wealth Management, Financial Planning, Retirement Planning, Retirement Income Planning, Investment Planning, Social Security Planning, Tax Planning, Fee-Based Consulting, Personal Spending Planning. 

LICENSES:  Life and Health Insurance    

DESIGNATIONS: Chartered Retirement Plan Counselor, CRPC®, “I operate under the Fiduciary Standard which means that legally I must act in the best interests of my clients.  In other words, I am duty-bound to serve your interests first.”  

As a lifelong volunteer, Patricia finds joy in giving back to her community. She is passionate about women and girls issues, healthy living, physical fitness, and personal development.

When she is relaxing Patricia enjoys sports, golf, arts and theatre, 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.

SCHEDULE NOW! TO CREATE YOUR FINANCIALLY SECURE FUTURE!  


Patricia Allen

MY VISION
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”

MY MISSION
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®

WHAT IS IT AND WHAT DOES IT MEAN
?


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