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 Black, a financial advisor in Savant’s Birmingham, Alabama, office, helps individuals and families navigate wealth planning with a focus on aligning financial decisions with personal values. Patti draws on her experience as part of the “sandwich generation,” which shaped her insight into the financial and emotional pressures clients often face while supporting aging parents and children at the same time.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Senior Advisor (CSA®), Patti guides clients through comprehensive financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.
Patti has worked in the financial services industry for more than 30 years. She previously served as a partner at Bridgeworth before it joined Savant in 2023.
Patti is active in professional and community organizations. She is a board member for 100 Shares Birmingham (a women’s charitable giving group) and a member of the Financial Planning Association of North Alabama and the Kiwanis Club of Birmingham. Her insights appear in national media outlets such as Forbes, Barron’s, Kiplinger’s, U.S. News & World Report, Financial Planning magazine, InvestmentNews, MarketWatch, and Real Simple.
She earned a bachelor’s degree in human environmental sciences from the University of Alabama, graduating magna cum laude. She 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
- 100 Shares Birmingham – board 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.