- 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 husband, Joel, and son, Bryce. 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 an B.S. in Agricultural Business, concentrating on Finance and Appraisal, and holds a minor in Wine and Viticulture.