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Lockstep Wealth Management

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Debra M. Patterson, CFP®

Debra M. Patterson, CFP®

Financial Advisor

(619) 557-8215

(619) 559-7112

debra@lockstepwealth.com

CA Insurance License #0717307

Contact

Mobile: 619-300-7250

Office: 6195578263

4370 La Jolla Village Drive

Suite 400

San Diego, CA 92122

clientcare@lockstepwealth.com

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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