Welcome to Charlotte Patton Wealth Adviser

I`M A CERTIFIED BROKER
WEALTH ADVISER EQUITY MARKET ASSESTS BASED SOLUTION INCOME & CAPITAL PRESERVATION PROPERTY & REAL ASSETS

Welcome to Charlotte Patton Wealth Adviser

Charlote patton is a seasoned Investment Advisor, Broker, and Real Estate Professional with 11 years of experience in the financial industry. She is FINRA-registered (CRD#5378539) and has collaborated with leading firms such as Osiac Wealth Inc., Woodbury Financial Services, and Questar Asset Management. In addition to her financial expertise, Charlotte is actively engaged in the real estate sector, offering clients comprehensive guidance that bridges both investment and property opportunities. This dual focus allows her to deliver well-rounded strategies designed to help individuals and families grow and protect their wealth.

Based in Cameron Park, CA 95682, Charlotte continues to serve her clients with integrity and dedication. She can be reached at contact@portfolio-charlotte.com for inquiries.

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Charlotte Patton

Services

FIXED INCOME & CAPITAL PRESERVATION

REAL ESTATE INVESTMENT & ALTERNATIVE ASSETS

TAX-EFFICIENT WEALTH ARCHITECTURE

EQUITIES & GROWTH STRATEGIES

DIGITAL ASSETS & BLOCKCHAIN FINANCE

RISK MANAGEMENT & PROTECTION SOLUTION

BROKER QUALIFICATIONS

Industry Exams this Broker has Passed.

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State Securities Law Exams

  • Uniform Combined State Law Examination
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Stock Broker Examination

  • Finra Examination - Series65/66
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Futures & Commodities Qualification

  • NFA Examination - Series 3

10/01/2018

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Professional Charter

  • CCIM- Certified Commercial Investment member
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Professional Charter

  • CFP- Certified Financial Planner
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Real Estate Broker

  • State-Specific Examination

TESTIMONIES

Tony Mustoe

I’ve been working with Charlotte for just over a year, and the difference in how I view my finances is remarkable. She helped me put together a thoughtful investment plan, and I’ve seen steady, consistent growth without complications. I truly trust her expertise.

Morgan Wallen

When I first met Charlotte Patton, I was overwhelmed by the idea of retirement planning. I had savings scattered in different accounts and no clear picture of whether I was truly on track. Charlotte not only organized everything for me, but also built a clear strategy that balanced growth with security. Over the years, she’s continued to check in, adjust as needed, and explain the ‘why’ behind each recommendation in a way I could understand. Today, I feel confident about my financial future and at peace knowing my family is well provided for. Thank you.

Julie Morrow

By the time I came to Charlotte, I had accounts scattered everywhere, old 401(k)s, savings here and there, nothing really organized. She helped filter my assets and explained things in a way I could follow, and also put it together into one clear plan. For the first time, I feel like I know where I stand, and that gives me a lot of peace of mind.

Ronald Wrench

When I started working with her a few months back, I was looking for guidance on how to manage my investments and get my financial house in order for the years ahead.. She went further than that, even helped me with ideas for my several business. I’ve already seen real progress, and I value the steady way she works.

Registration History

QUESTAR CAPITAL (CRD#43100)

  • 2014 - 2019 (5 years)

WOODBURY FINANCIAL (CRD# 421)

  • 2019 - 2024 (5 years)

OSAIC WEALTH MANAGEMENT, LLC (CRD#23131)

  • 2024 - Present (11 years)

Contact Me

I`M A CERTIFIED BROKER / INVESTMENT ADVISOR.

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