Ross Patterson, CFP®
Ross founded Life Path Financial in 2019, a financial planning and investment management firm located in Austin, TX. He has helped people at every opportunity with their finances for years before that.
Ross was a software engineer for thirty years in the semiconductor industry. In that role he helped develop and deliver chips we all love to use but don’t know are there. Collaborating with worldwide teams, he verified designs would work the first time.
Ross believes strongly in giving back to the community as well as his profession. He is the Pro Bono Director of the FPA Austin chapter, giving back by partnering with community-based organizations. He serves as a Volunteer Leadership Team member at Foundation Communities providing IRS Volunteer Income Tax Assistance (VITA) to Central Texas citizens for several years.
Ross & Kristin have a dog “pepper” and two adult children.
We have the experience and wisdom you can trust to help you make better decisions about your finances.
The foundation of our practice begins with the highest ethical standards. Commitment to this principle guides everything we do and engenders relationships with our clients that go beyond surface-level investment management.
Only What Matters
And that's why our approach to developing your wealth management strategy pushes the envelope. We challenge the popular opinion of what it means to achieve financial success, because our fiduciary-focused approach is driven by your goals — and your goals alone.
Financial Planner Services
To help you retire on your terms.
|Investment Management||Financial Planning||Retirement Planning|
|Tax-Efficiency Planning||Insurance Analysis||Estate Planning|
Not all financial advisors are created equal.
We are legally obligated and personally liable to provide you with advice that's in your best interest. It's scary that this is not required by most companies!
The CERTIFIED FINANCIAL PLANNER™ designation is formal recognition of expertise and commitment to the highest standard of integrity and professionalism in the industry.
No products, no commissions, no kickbacks - just great advice. The only compensation we receive is directly from our clients.