EMPLOYEE SPOTLIGHT – Patricia Stallworth, CFP®
on Jun 1, 2026
Study extra about our new member of the MainStreet Crew, Patricia Stallworth, CFP®!
Why did you select a profession in monetary planning?
Rising up, my household hardly ever mentioned cash, so I didn’t know a lot about managing it or how vital that course of was. However as soon as I realized, I wished to share my information with others—to assist them keep away from among the errors I made alongside the way in which. A profession in monetary planning felt like the right strategy to mix my ardour with work that empowers individuals to construct safer lives.
Inform us a bit about your loved ones.
Most of my household lives in Kentucky and the encircling states, however I’m very lucky to stay not too removed from my daughter in southern CA. She’s all grown up, she’s a lot enjoyable to be with and I’m so pleased with her and her accomplishments.
What do you get pleasure from doing whenever you’re not working?
Once I’m not working, I get pleasure from a variety of hobbies from designing fashions to constructing furnishings to portray to you identify it – I like studying new issues.
What’s one factor in your bucket checklist?
I’m a current transplant to CA so I wish to discover and benefit from the seashores, the sunsets, and the gorgeous climate.
What’s a enjoyable truth most individuals don’t find out about you?
I as soon as renovated a 100-year-old home in Kentucky. I added fashionable furnishings and stained-glass home windows that I made myself and later offered it to a designer who bought all the pieces together with the furnishings for above my asking worth.
What’s the greatest monetary recommendation you’ve ever acquired?
Thoughts your cash—as a result of should you don’t another person will after which they are going to management your future.
In case you may spend a day doing something, what would it not be?
Hanging out with my child – we now have a lot enjoyable collectively.
