RJ Patterson Group
Financial ServicesCalifornia, United States2-10 Employees
RJ Patterson Group is an independent wealth management firm based in San Diego, California, offering personalized financial planning for individuals and small businesses. The firm focuses on helping clients achieve financial clarity, grow and protect wealth, and address planning needs across life events such as retirement, family planning, transitions, and estate considerations, as well as specialized services for athletes and young professionals. For small businesses, the group provides 401(k) programs, fiduciary support, and tools to enhance employee benefits and retention, aiming to strengthen the company’s internal brand through competitive benefit offerings. The organization positions itself within the financial services industry by delivering comprehensive planning and asset management services tailored to both individuals and small enterprises, emphasizing listening to client goals to guide decision-making. Based in San Diego, the firm emphasizes a broad range of planning services—from tax and estate strategies to risk management and college planning—within a concise practice that serves clients seeking durable financial security.
1-888-653-2347 
support@leadiq.com 
