Patrice Cresci, CFP^®

PRINCIPAL, SENIOR FINANCIAL ADVISOR

about me

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.

What kind of future are you building for your family? This question goes beyond today’s needs, reaching into the long-term aspirations you share. Growing a family means more than just adding members; it’s about nurturing shared dreams for the years ahead. For families whose vision stretches far beyond the every day, and for women expertly navigating their family’s financial landscape, Patrice offers more than just advice – she is dedicated to helping families and women managing family wealth thoughtfully map out that journey, ensuring their financial decisions pave the way for lasting security and shared dreams.

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 leading the West Coast Advisory Team.  Patrice is also a Principal of Team Hewins and member of the Client Experience Team.

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.

Patrice continues to make an impact in her community—She was elected to Our Lady of Mount Carmel School’s Board in October 2022, where she provides advice and counsel to the school in the areas of strategic planning, policy formulation, institutional advancement and development, financial planning and management, and communications.

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real solutions for big decisions

We work best with mid-career executives and families navigating significant life transitions who want a fiduciary partner and CFP® professionals to turn financial complexity into a single, strategic view.

Whether you are managing an equity payout, stepping into a partnership promotion, moving through any stage of divorce, stepping up as a trustee after losing a loved one, or simply balancing multi-generational family needs, these milestones often bring scattered accounts and hidden tax complexities. We help you organize those moving parts into a unified, tax-optimized plan.

Typically managing $1M+ in investable assets, our clients look to our team of fiduciary CFP® advisors to simplify the noise. The success stories below showcase what that looks like in practice, giving you the clarity to move forward with confidence.