Patricia Stallworth (CFP®, MBA)

Patricia Stallworth focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Women's Financial Planning Issues

Planning Specialties

At PS WORTH, we specialize in comprehensive financial planning that includes income allocation, risk management, investing, tax planning, retirement planning, and estate planning, as well as strategic planning to help business owners improve profitability, drive cash flow, increase the value of their business, and plan for retirement.

Additional Information

Patricia Stallworth, MBA, CFP® has 20+ years’ experience in finance and business, and she is a former instructor in the Certified Financial Planner™ and the Certified Divorce Financial Analyst Programs. She is the author of several money books, including How to Get Divorced Without Losing Your Blouse and her latest book, Become a Money Wise Woman in 6 Simple Steps. Prior to starting her own firm, she worked in a management or advisory capacity for several firms, including Deloitte, American Express Financial Advisors, AXA Advisors, and the Small Business Development Center.

NAPFA Start Date

May 04, 2023


This Office

250 Saint Vincent Irvine, CA 92618 Phone: (949) 940-8933