Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
With more than 35 years of experience as a Financial Advisor, Jim Patton is dedicated to helping his clients meet their financial objectives.
His extensive background in investment consulting allows him to provide personal advice and investment strategies to seek to ensure your wealth continues to work to allow you to enjoy the life you want to live in retirement.
Prior to founding ChasePark Financial, Jim was a Senior Vice President at Wachovia Securities, a predecessor firm to Wells Fargo Advisors, and a Vice President at Smith Barney. He has extensive experience and training in financial planning, including retirement, managed accounts, mutual funds and Advisory program portfolios. Jim holds securities registrations in Series 7 and 63. He majored in Business Finance at the University of Missouri – Columbia and completes continuing education requirements on an annual basis.
Riskalyze uses their patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.
Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.
With Riskalyze We Can:
• Capture Your Risk Number
• Align Your Portfolio
• Meet Your Retirement Goals
Together we can take the guesswork out of your financial future.
The information being provided is strictly as a courtesy. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will assume total responsibility and risk for your use of the site.
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships that span generations.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
With more than 30 years of experience as a Financial Advisor, Jim Patton is dedicated to helping his clients meet their financial objectives. He focuses on retirement income planning and developing wealth-building strategies designed...
Justine Marine has over 10 years of customer service experience. She is very reliable and is highly organized. Justine was born and raised in Southern California. She is a fan of the New Orleans Saints. She enjoys playing Basketball...
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."