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 offer flexible financial services to meet clients where they are—from one-time strategy sessions to comprehensive financial plans and hands-on daily money management. My mission is to simplify money and empower clients to make smarter decisions at every stage of life.

Additional Information

Patricia Stallworth, MBA, CFP® - With over 25 years of experience in financial services, my work centers around retirement planning and day-to-day money management for seniors and busy professionals. Whether it's developing a clear retirement strategy or helping clients stay on top of bills, budgets, and paperwork, I specialize in helping clients simplify their finances so they can focus on what matters most. Before launching my own firm, I held positions at major firms including American Express Financial Advisors and Deloitte. I’ve also taught financial planning at the college level and trained other advisors in the CFP® and CDFA® (Certified Divorce Financial Analyst) programs. My books — Minding Your Money and How to Get Divorced Without Losing Your Blouse — reflect my passion for making financial advice practical, personal, and empowering. My work has been featured in Black Enterprise, Business Insider, and other national outlets.

NAPFA Start Date

May 04, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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