EMPLOYEE SPOTLIGHT – Patricia Stallworth, CFP®


EMPLOYEE SPOTLIGHT – Patricia Stallworth, CFP®

Be taught extra about our new member of the MainStreet Crew, Patricia Stallworth, CFP®!

Why did you select a profession in monetary planning?

Rising up, my household hardly ever mentioned cash, so I didn’t know a lot about managing it or how essential that course of was. However as soon as I realized, I needed to share my information with others—to assist them keep away from a number of the errors I made alongside the best way. A profession in monetary planning felt like the proper technique to mix my ardour with work that empowers folks to construct safer lives.

Inform us a bit of about your loved ones.

Most of my household lives in Kentucky and the encompassing states, however I’m very lucky to reside not too removed from my daughter in southern CA. She’s all grown up, she’s a lot enjoyable to be with and I’m so happy with her and her accomplishments.

What do you take pleasure in doing once you’re not working?

After I’m not working, I take pleasure in a variety of hobbies from designing fashions to constructing furnishings to portray to you identify it – I really like studying new issues.

What’s one factor in your bucket record?

I’m a latest transplant to CA so I wish to discover and benefit from the seashores, the sunsets, and the attractive climate.

What’s a enjoyable reality most individuals don’t learn about you?

I as soon as renovated a 100-year-old home in Kentucky. I added trendy furnishings and stained-glass home windows that I made myself and later bought it to a designer who bought the whole lot together with the furnishings for above my asking worth.

What’s the greatest monetary recommendation you’ve ever acquired?

Thoughts your cash—as a result of for those who don’t another person will after which they are going to management your future.

For those who may spend a day doing something, what would it not be?

Hanging out with my child – now we have a lot enjoyable collectively.



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