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Ross Patterson, CFP®
Founder/CEO
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.
 Investment Management |
Financial Planning |
Retirement Planning |
|---|---|---|
| Tax-Efficiency Planning |
Insurance Analysis |
Estate Planning |
FIDUCIARY
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!
CFP® PROFESSIONAL
The CERTIFIED FINANCIAL PLANNER™ designation is formal recognition of expertise and commitment to the highest standard of integrity and professionalism in the industry.
FEE ONLY
No products, no commissions, no kickbacks - just great advice. The only compensation we receive is directly from our clients.
Soon-To-Retire
Getting ready to retire in the 5-10 years? Let’s make sure that you’re organized, prepared, and ready to make a confident decision!
Retired
You focus on the best things in life and we’ll make sure you are able to continue funding it.
Wealth Builder
Looking for a partner to help you build wealth efficiently so that you can stay focused on your career?
