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 joined Team Hewins upon graduation from college and began in client service functions. Today, she is a Senior Financial Advisor and Regional Director leading the West Coast Advisory Team. Patrice is also a Principal of Team Hewins and member of the Client Experience Team.
Patrice’s many financial industry accolades include the Forbes Best-In-State Wealth Advisors (2019, 2020, 2021), Forbes Top Next-Gen Wealth Advisors (2019, 2020), and Forbes Top Women Advisors (2019, 2020 and 2021).
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.
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.