EMPLOYEE SPOTLIGHT – Patricia Stallworth, CFP®

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EMPLOYEE SPOTLIGHT – Patricia Stallworth, CFP®

Learn more about our new member of the MainStreet Team, Patricia Stallworth, CFP®!

Why did you choose a career in financial planning?

Growing up, my family rarely discussed money, so I didn’t know much about managing it or how important that process was. But once I learned, I wanted to share my knowledge with others—to help them avoid some of the mistakes I made along the way. A career in financial planning felt like the perfect way to combine my passion with work that empowers people to build more secure lives.

Tell us a little about your family.

Most of my family lives in Kentucky and the surrounding states, but I’m very fortunate to live not too far from my daughter in southern CA. She’s all grown up, she’s so much fun to be with and I’m so proud of her and her accomplishments.

What do you enjoy doing when you’re not working?

When I’m not working, I enjoy a wide range of hobbies from designing fashions to building furniture to painting to you name it – I love learning new things.

What’s one thing on your bucket list?

I’m a recent transplant to CA so I want to explore and enjoy the beaches, the sunsets, and the beautiful weather.

What’s a fun fact most people don’t know about you?

I once renovated a 100-year-old house in Kentucky. I added modern furnishings and stained-glass windows that I made myself and later sold it to a designer who purchased everything including the furnishings for above my asking price.

What is the best financial advice you’ve ever received?

Mind your money—because if you don’t someone else will and then they will control your future.

If you could spend a day doing anything, what would it be?

Hanging out with my kid – we have so much fun together.





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