Financial Services - San Francisco, California, United States
As an experienced, knowledgeable financial planner, Patricia Allen specializes in coaching and educating determined women who have decided to take control of their financial affairs. Patricia partners with them to create their "personal lifestyle wealth plan" as well as build their "safe money strategy"; which is designed to preserve and protect their assets and income. Through these custom strategies they will be able to achieve their financial goals by collaboratively developing a strategic financial plan based on their unique circumstances.
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