Patrice Cresci

One of the biggest gifts Patrice Cresci gives clients is a financial plan that helps reduce anxiety about finances. Having a plan provides clients with the knowledge that they are on financial track and enables them to make good decisions. There are so many stresses in life, and money is the last thing people want to be worried about.

Patrice especially loves helping young families plan for the future and being of service to women who are managing family wealth. She has helped hundreds of clients plan for, and work towards, their personal financial goals. Saving and investing were a fundamental part of Patrice’s upbringing. Growing up, her parents gave Patrice a weekly allowance. But there was a catch. She could spend half, and then her mother took her to the bank to deposit the other half. For birthdays, she got Roth IRA contributions. She grew to love it (but that took some time). That ability to plan is essential to Patrice’s work as a CERTIFIED FINANCIAL PLANNER™ practitioner. Patrice earned her B.S. in Agricultural Business from California Polytechnic State University, with a concentration in Finance and Appraisal and a minor in Wine and Viticulture. Married with two young children, Patrice enjoys baking, photography, wine tasting, hiking, and gardening.