Patty Priddy (CRPC®, MBA)

Patty Priddy focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management

Planning Specialties

Retirement Planning Education Planning Hourly Financial Planning Cash Flow and Budgeting

Additional Information

Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission.

NAPFA Start Date

August 20, 2018

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This Office

2626 Cole Ave , 3rd Floor Dallas, TX 75201 Phone: (817) 993-0401

Other Offices

1692 Keller Pkwy Keller, TX 76248-3702 Phone: (817) 993-0401 Fax: (817) 993-0002