Emily Patton


“It is my mission to educate, encourage and transform women's lives:      

Let's have some fun along the way!” - Emily Patton

Emily Patton, CFBS, ChSNC, CLU is a wholistic Financial Advisor, focusing her work on professional women and business owners nearing retirement. Emily is on a mission to help more women like you gain control, clarity, and confidence over your finances and your future. Her passion is to help guide you through your money concerns, questions, and emotions for an enviable future. Women integrate money, relationships and lifestyle in a fluid way. Emily understands and facilitates this in a thoughtful way.

Most of the women Emily works with have done a good job saving money but are missing the link to creating sustainable retirement income from it. Emily has a special expertise in working with business owners and planning for those with developmental disabilities.

“In retirement, every dollar needs to have its purpose & match your values to maximize your life" - 

Emily Patton.

Emily serves the community through her volunteer efforts with Food for Thought, Denver and serving as a trusted resource for clients of The Colorado Lending Source.


Direct Phone: 303.300.4321     Email: EPatton@financialguide.com

Emily holds an insurance license in Arizona, Colorado and Idaho, and is securities licensed in California, Colorado, Idaho, Indiana & Texas.