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
- 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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