Patti B. Black
CFP®, CSA®
Financial Advisor / Member Owner
I help guide my clients’ decisions about money based on what is important to them – their core values – so that their goals and their money can be in alignment.
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Patti is a financial advisor in Savant’s Birmingham, AL office. She has a membership interest in Savant.
Because Patti was part of the “sandwich generation” – individuals who cared for their aging parents and children simultaneously – she understands the financial and emotional challenges that her clients may be facing.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Senior Advisor (CSA®), Patti is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Patti has been involved in the financial services industry since 1993. She was a partner at Bridgeworth from 2017 until it joined with Savant in 2023.
Patti is a member of the Financial Planning Association of North Alabama. She is a contributor to numerous national media outlets, including Forbes, Barron’s, Kiplinger’s, US News and World Report, Financial Planning magazine, InvestmentNews, Market Watch, and Real Simple. Patti has been a guest on Talk of Alabama, Grow Your Business and Grow Your Wealth podcast, and the Breaking Money Silence podcast. She is a member of the Kiwanis Club of Birmingham.
Patti earned a bachelor of science degree in human environmental sciences from the University of Alabama, graduating magna cum laude.
Patti and her husband Doug have adult twins, Anna and Luke.
Articles &
Media
Education &
Designations
- University of Alabama
Bachelor of Science in Human Environmental Sciences, magna cum laude - CERTIFIED FINANCIAL PLANNER® professional
- Certified Senior Advisor (CSA®)
Affiliations &
Community Service
- Financial Planning Association of North Alabama – member
- Kiwanis Club of Birmingham – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.