Disclosures

Kathy Patterson, CFP® Practitioner is a Registered Principal with Financial Telesis, Inc., a Registered Broker/Dealer and Investment Advisor, Member Finra, SIPC. This website is strictly intended for individuals residing in California, Nevada and Oregon. No offers may be made or accepted from any resident outside California, Nevada and Oregon.

CFP®, and Certified Financial Planner™ are marks owned by the CFP Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Material discussed on this site is for general information only and is not specific tax, legal or investment advice. Individual situations vary, therefore, this information should be relied upon only when accompanied by individual professional advice.