Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio perhttps://www.forbes.com/best-in-state-wealth-advisors/#6827aad3291dformance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Patrice Cresci, CFP®
Patrice Cresci’s first love has always been working with her clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Patrice has been the recipient of financial industry accolades, including the Forbes Best-In-State Wealth Advisors (2019, 2020), Forbes Top Next-Gen Wealth Advisors (2019, 2020), and Forbes Top Women Advisors (2019). In addition to serving her clients as a Senior Financial Advisor, Patrice serves as a member of the firm Management Team and is a Principal of the firm.
Like many of our leaders, Patrice has spent virtually her entire career with us. Joining us out of college, she worked in our client service functions before joining the West Coast Advisor team. She worked as an associate advisor while preparing for and passing her CFP exam, then was repeatedly promoted as she proved herself to be an outstanding advisor to clients. Now working with some of the firm’s largest and most complex clients, Patrice consistently demonstrates her passion for service and instilling confidence in her clients’ financial decision-making.
Patrice’s sense of service extends beyond her professional career. She is a former member of the CPAmerica International Investment Committee and previously served on the board of her homeowners’ association, where she provided financial expertise and made decisions to further her fellow homeowners’ best interests. In her spare time, she enjoys spending time with her husband and two young children. She also enjoys baking, photography, hiking, gardening, and meal planning (being the planner she is!).
Patrice attended California Polytechnic State University in San Luis Obispo, CA where she earned a B.S. in Agricultural Business, concentrating on Finance and Appraisal, and holds a minor in Wine and Viticulture.