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“At every intersection where your gifts, talents, and abilities meet a human need therein you discover your purpose" ~ Aristotle  

Patricia Allen, CRPC®

As a professional woman working in a male-dominated field for over 24 years, Patricia has recognized that a woman’s style of communication and ways of learning are different than most men.

Patricia, she has earned a proven track record for providing an environment that supports women’s natural style of communicating by helping them master the feminine approach to money - to allow them to deal with money with their head as well as their heart.

Patricia’s goal is to meet her clients’ financial needs and her job as a fiduciary is to do what they would do if they had the time and expertise. Investment management lies at the core of wealth management. Wealth management connects their investments to their life goals.

Patricia is energized when helping create the financial roadmap for her clients -- consistently delivering an achievable and realistic plan that clarifies their goals based on their values.

She is dedicated to providing continuous education on multiple levels, financial literacy, and working toward solutions that are both comprehensive and innovative.

Patricia has built her practice by providing her clients with the integration of sound financial planning and access to the right professionals.
Her ultimate success as a wealth advisor will be marked by her ability to meet and constantly surpass the expectations of her clients and in doing so, truly make a difference in their lives and the lives of their families.  

Patricia is dedicated to providing continuing education in financial literacy and wealth management; working toward solutions in helping women achieve financial freedom and independence with purpose, clarity, and confidence. 

Patricia partners with women that have achieved a high level of professional success and want to be financially independent. 
She works with them to create their Lifestyle Wealth Roadmap and Safe Money Strategies designed to protect and grow their assets and income and allow them to achieve financial freedom and independence with purpose, clarity, and confidence.

Patricia Allen, CRPC® is a Wealth Advisor, Women’s Financial Empowerment expert, independent Chartered Retirement Planning Counselor, award-winning author, and international speaker, who specializes in helping women navigate the complex world of personal finance and wealth management by empowering them to achieve financial independence with purpose, clarity, and confidence.  

As a lifelong volunteer, Patricia finds joy in giving back to her community. She is passionate about women's and girl's issues, serving her community,  healthy living, physical fitness, and personal development.
When she is relaxing Patricia enjoys sports, golf, arts and theatre, world travel and jazz. 

“She is the go-to person for retirement and cash flow planning” ~ Betsy G. Client Santa Rosa, CA

“I want to encourage women to embrace their own uniqueness, because just like a rose is beautiful, so is a sunflower, so is a peony. I mean, all flowers are beautiful in their own way, and that’s like women too”-Miranda Kerr


100 Pine Street
San Francisco, CA, 94111, US

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