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Gina P

CFP®

Bend, OR

Stratos Wealth Partners, Ltd

Gina Patterson is a CFP® professional affiliated with Stratos Wealth Partners, Ltd. She has experience working with Mackeson Advisory, LLC since 2021 and has a background that includes roles in nutrition and self-employment ventures dating back to 2007. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with around 366 advisors and approximately $18.6 billion in assets under management. The firm offers a variety of investment and financial planning services through a network of independent adviser representatives employing an open-architecture approach and access to SEI-affiliated platforms and solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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