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 performance 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®
- Principal and Senior Financial Advisor
- Member of Management Team
- Director of Advisory Services
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Patrice Cresci’s first love has always been working with her clients, but her energy and talent have also earned her a place in our firm’s leadership.
In addition to serving her clients as a Senior Financial Advisor, Patrice serves as a member of the Management Team, where her particular focus is leading all of the firm’s Advisors and overseeing our Financial Planning processes.
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 now leads. 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 as a former member of the CPAmerica International Investment Committee. She also 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 family. 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.
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