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Style Magazine

Charlotte Patton, Financial Advisor at Weston and Tuttle Wealth Advisors in Cameron Park

3420 Coach Lane, Suite 3  //   Cameron Park  //   530-672-6289  //   westonandtuttle.com

Charlotte Patton joined Weston and Tuttle Wealth Advisors in 2007 and has provided clients advisory services for the last 13 years.
“As a woman in a mostly male industry, my goal is to reach out to the many women who have found themselves in charge of their own life. Through an exemplary career or tragic loss, many women need to direct their own lives by choice or circumstance.  Death or divorce, inheritance or financial loss, homemaker or career, aging parents, children: I have known all these things and feel a solidarity and heartfelt connection to those women who have suffered through or been blessed by the same. When it comes to your money, trust and understanding are the most important elements in building a relationship with someone who will walk with you through life’s tough choices.”
Ms. Patton graduated from Loyola Marymount University in Los Angeles with a degree in Business Administration. She worked as a Project Manager for Marshall and Stevens overseeing large scale corporate appraisals. Currently she holds Series 7, 63 and 65 securities registrations. 
A resident of Cameron Park, she enjoys spending time with her husband in an active lifestyle of cycling, hiking and travel. She has served on the board of the El Dorado Community Foundation and the Marble Valley Center for the Arts. 
Securities offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. Investment advisory services offered through Weston and Tuttle Wealth Advisors. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Insurance services also offered by Weston and Tuttle Wealth Advisors. CA Insurance license #M87903. Marketing support provided by TruChoice Financial Group, LLC. TruChoice is not affiliated with Weston and Tuttle Wealth Advisors or WFS.