Craig Patterson, CLU®, ChFC®, CFP®

Meet Craig Patterson: 'The Idea Guy' with Over 40 Years of Expertise

Hello, I’m Craig Patterson! I have over four decades of experience in the financial services industry, and I’m here to help you navigate your financial journey confidently and clearly. My career has been dedicated to providing top-notch financial planning and investment advice to individuals, families and businesses seeking to achieve their financial goals.

A Proven Track Record

I currently serve as an Investment Advisor Representative with Osaic, a role I’ve held since 2018. Before that, I spent 21 years with Signator Investors, Inc., first as a registered representative from 1983 to 1997 and then as an investment advisor representative from 1997 to 2018. This extensive background has equipped me with a deep understanding of investment strategies, retirement planning and financial management.

Credentials That Speak for Themselves

I’m proud to hold several prestigious certifications that underscore my commitment to excellence in financial planning:

• Certified Financial Planner® (CFP®): This certification signifies my proficiency in comprehensive financial planning, including retirement, estate, and investment planning. Earning the CFP® designation involves passing a rigorous exam and adhering to high ethical standards.

• Chartered Financial Consultant (ChFC): Awarded by the American College, the ChFC designation demonstrates my expertise in financial, insurance, retirement and estate planning through advanced coursework and examinations.

• Chartered Life Underwriter (CLU): Since 1992, this designation has marked my specialization in life insurance and estate planning, reflecting my extensive knowledge and experience in these crucial areas.

In addition to my certifications, I hold various securities licenses. These include Series 6, Series 7, Series 22, Series 63 and Series 65 to help me to provide various investment and financial services, from mutual funds and variable annuities to stock brokerage and investment advisory services.

Your Financial Goals, My Priority

At Patterson Financial Services, I’m dedicated to offering personalized financial advice and solutions tailored to your specific needs. Whether you’re planning for retirement, managing investments, or looking to secure your family’s future, I’m here to guide you every step of the way.

A Personal Touch

I live in Lancaster with my wife, Lyn, and mini bernedoodle, Bailey. When I’m not immersed in financial planning, I enjoy a variety of activities like hiking, motorcycle trials riding and traveling that help keep life exciting and fulfilling.

Let’s Connect

If you’re ready to take control of your financial future, I’d love to hear from you. Contact me today and discover how we can work together to achieve your financial goals.