Location: Port Hueneme, Ventura, North Oxnard
Patricia began her financial planning career with Ameriprise Financial in 1999. She earned her Chartered Financial Consultant designation (ChFC®) in 2011 for which she learned investment strategies, insurance, risk management, and retirement and estate planning.
Patricia's clients include professionals, business owners, their families, and friends. When meeting with her clients, Patricia always seeks first to understand their financial needs and goals. After gathering this information, she then formulates a financial plan and investment strategy that best suits her clients’ unique needs.
Patricia is a 40-year resident of the Conejo Valley. She resides in Thousand Oaks with her husband. Together they enjoy participating in an annual production of A Christmas Carol at the Thousand Oaks Civic Arts Plaza. Patricia is proud to say that she was responsible for setting up and leading the Usher program at the Thousand Oaks Civic Arts Plaza during its first 10 years of operation. Patricia is an active member of her sorority’s philanthropy, the Arthritis Foundation, and of the American Association of University Women’s, the Thousand Oaks branch. On Sundays, she sings as a soloist in her church choir. Patricia enjoys spending time with family, especially with her two adorable grandchildren.
Licenses and Registrations
Patricia holds her Series 7 and 66 through LPL Financial and is a Chartered Financial Consultant (ChFC®) professional. She also holds a CA Insurance License, 0C67611.