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Kameron B

Series 65

San Diego, CA

RJ Patterson Group

Kameron Barzegar is a financial advisor at RJ Patterson Group with four years of industry experience. He holds a Series 65 designation and has worked at RJ Patterson Capital Investment Group since 2020. His prior experience includes roles at the University of Arizona and Euro Sport Auto. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm employs a value-oriented equity approach with diversified investments and offers a subscription-based Emerging Professional Program for early-career clients.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Malek H

Series 65

San Diego, CA

RJ Patterson Group

Malek Hage Hassan is a financial advisor at RJ Patterson Group with a Series 65 designation and one year of industry experience. Prior to joining RJ Patterson Group, he held various roles in education and retail, including positions at Mira Mar Community College and Floor and Decor. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm emphasizes a value-oriented equity approach combined with diversified use of ETFs, mutual funds, individual equities, and fixed-income securities across different risk profiles.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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Robert P

Series 66

San Diego, CA

RJ Patterson Group

Robert Patterson is a financial advisor with RJ Patterson Group in San Diego, CA, holding a Series 66 designation and 27 years of industry experience. He has been with RJ Patterson Capital Investment Group, Inc. since 2016 and Purshe Kaplan Sterling since 2014. RJ Patterson Group provides discretionary investment management, financial planning, and participant-account services to individuals, retirement plan participants, and corporations. The firm uses a value-oriented equity approach combined with diversified ETFs, mutual funds, individual equities, and fixed-income securities, and it offers specialized programs for early-career clients.

Wealth management Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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