Rob Paterson, a registered investment advisor representative, has been working with clients in the area of financial services and real estate consulting for more than 10 years. He was educated at San Diego State University and has been an active member of the San Diego business community for 15 years.
As an associate advisor with Beta Wealth Group, Rob works with clients in all areas of advising including 401(k) planning, financial planning, real estate and retirement needs analysis. He manages our office in a highly organized, efficient and professional manner. Rob handles all account transfers and cash administrative functions to ensure that our operation runs smoothly. Rob also assists with the delivery of important client communication in a timely manner, which is critical to keeping our clients informed of any necessary updates.
With a straightforward, honest and hands-on approach, Rob brings his experience in personal finance, budgeting and real estate to help clients make sound and informed decisions. He takes pride in ensuring that all his clients get the personal attention they deserve while making sure their financial needs are met in professional manner.
San Diego State University
Series 7: General Securities License
Series 66: Uniform Combined Registered Investment Adviser – State Laws
Mortgage Consultant, San Francisco Funding
Subject Matter Expert, 20/20 Mortgage, Inc.
Federal Government Contractor
San Diego Mountain Bike Association