Patty Bribiesca, CFP® and CSRIC®, is a Financial Advisor and Director at UBS Financial Services, Inc. With nearly 30 years in the financial services industry, Patty works with individuals and families to align financial decisions with their long-term goals and values. Patty specializes in retirement transitions, legacy planning, and philanthropic giving, fostering honest financial conversations across generations and life transitions. Prior to joining UBS in 2022, Patty held various roles at Wells Fargo Advisors and other firms, contributing significantly to practice and market administration. Patty also remains engaged with the nonprofit sector, promoting intentional giving to create lasting impact.
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