Financial Professional

717-295-9612

Alex@Patterson.Financial

 

 

 

 

 

 

 

Meet Alex Patterson: Your Friendly Partner in Financial Success

Hi there! I’m Alex Patterson (he/him), and I’m excited to be a part of the Patterson Financial Services team. I graduated from Virginia Tech with a Finance degree with a focus on CFP® in 2022, and since then, I’ve been working as an Investment Representative with Osaic. My passion is helping people like you achieve your financial goals and make the most of your investment opportunities.

A Strong Foundation and Ongoing Growth

My journey began with a solid education at Virginia Tech, and I’ve built on that with various certifications in finance, including Life and Health, Series 7 and Series 66. While working as an apprentice under Craig, I’m also actively working toward my Certified Financial Planner® (CFP®) certification to bring even more expertise and value to the table. My goal is to use my knowledge and experience to support and empower you on your financial journey.

Here for You Every Step of the Way

At Patterson Financial Services, my mission is to create customized investment strategies and financial planning solutions that cater to your unique personal, family or business needs. Whether you're aiming to refine your investment portfolio, achieve financial independence, prepare for a secure retirement or need guidance on financial planning, I’m here to offer friendly, expert advice and support.

A Little About Me

I grew up in Lancaster County and now enjoy living in the city. Outside work, I love exploring amusement parks and riding thrilling roller coasters, diving into a great board or card game and catching local theater performances. I’m looking forward to getting to know you and helping you reach your financial goals in a way that feels both supportive and inclusive.

Feel free to reach out—I’m here to help make your financial aspirations a reality with a warm, inclusive and welcoming approach.