Vanessa Patterson

Vanessa Patterson Email and Phone Number

Retirement Planning Expert | Managing Partner at New Perspective Financial Solutions, Associate Broker | Berkshire Hathaway HomeServices @ New Perspective Financial Solutions
Vanessa Patterson's Location
Washington, District of Columbia, United States, United States
Vanessa Patterson's Contact Details

Vanessa Patterson work email

Vanessa Patterson personal email

About Vanessa Patterson

Vanessa Patterson is a dual-career professional who has been helping clients plan for their retirement and find their ideal homes for over 12 years. She is a Managing Partner at New Perspective Financial Solutions, a firm that specializes in retirement account optimization, risk management, and retirement income planning. She holds a Series 65 certification and a National Social Security Advisor designation, demonstrating her expertise and skills in the financial sector.As a Sales Associate at Berkshire Hathaway HomeServices PenFed Realty, she has been assisting home buyers and sellers in DC, MD, and VA since 2011 and has been featured on HGTV's "House Hunters." She prides herself on her positive attitude, accessibility, and determination, ensuring a smooth and successful transaction for her clients. Whether they are looking for their dream home or planning for their retirement, Vanessa is committed to empowering her clients with the best solutions and services.

Vanessa Patterson's Current Company Details
New Perspective Financial Solutions

New Perspective Financial Solutions

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Retirement Planning Expert | Managing Partner at New Perspective Financial Solutions, Associate Broker | Berkshire Hathaway HomeServices
Vanessa Patterson Work Experience Details
  • New Perspective Financial Solutions
    Managing Partner
    New Perspective Financial Solutions Jan 2020 - Present
    Financial Planner | Retirement Planning SpecialistAs a seasoned Financial Planner, my focus lies in empowering clients to achieve their desired retirement lifestyle through strategic growth and protection of their retirement accounts. I specialize in:Retirement Account Optimization: Creating customized investment strategies to maximize the growth potential of retirement savings.Risk Management: Implementing protective measures to preserve wealth against market fluctuations and economic downturns.Retirement Income Planning: Designing comprehensive income plans that provide stability and sustainability for retirees.I partner with my clients to navigate the complexities of retirement planning, ensuring peace of mind and financial security for their golden years. My commitment is to deliver personalized service, insightful guidance, and disciplined financial management to help each client reach their retirement objectives.
  • Berkshire Hathaway Homeservices Penfed Realty
    Sales Associate
    Berkshire Hathaway Homeservices Penfed Realty Oct 2015 - Present
    Washington, Dc
    Assisting Home buyers and Sellers in DC, MD, and VA. Featured on HGTV's "House Hunters"Oversee the details involved with the buying and selling of residential property while building and maintaining strong client relations
  • Realty Associates
    Real Estate Agent
    Realty Associates Nov 2011 - Oct 2015
    Washington D.C. Metro Area
  • Freddie Mac
    Economic & Quantitative Research Analyst
    Freddie Mac Mar 2010 - Sep 2011
    Mclean, Va

Vanessa Patterson Skills

Real Estate Sas Quantitative Analytics Real Estate Transactions Sales Data Analysis Statistics R Stata Analysis Sellers Statistical Modeling Financial Modeling Customer Service Economics Investment Properties Microsoft Office Time Series Analysis Buyers Research Sas Programming Predictive Modeling Spss Data Mining Valuation Monte Carlo Simulation Risk Modeling Analytics Econometrics First Time Home Buyers First Time Home Sellers Move Up Buyers Relocation Buyers Buyer Representation Va Loans Leadership Marketing Microsoft Excel Microsoft Word Microsoft Powerpoint Social Media

Vanessa Patterson Education Details

  • Georgetown University
    Georgetown University
    Mathematics And Statistics
  • Mount St. Mary'S University
    Mount St. Mary'S University
    Mathematics

Frequently Asked Questions about Vanessa Patterson

What company does Vanessa Patterson work for?

Vanessa Patterson works for New Perspective Financial Solutions

What is Vanessa Patterson's role at the current company?

Vanessa Patterson's current role is Retirement Planning Expert | Managing Partner at New Perspective Financial Solutions, Associate Broker | Berkshire Hathaway HomeServices.

What is Vanessa Patterson's email address?

Vanessa Patterson's email address is va****@****mac.com

What schools did Vanessa Patterson attend?

Vanessa Patterson attended Georgetown University, Mount St. Mary's University.

What skills is Vanessa Patterson known for?

Vanessa Patterson has skills like Real Estate, Sas, Quantitative Analytics, Real Estate Transactions, Sales, Data Analysis, Statistics, R, Stata, Analysis, Sellers, Statistical Modeling.

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