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 proficiency in investment strategies, risk management, and retirement and estate planning are required.
Patricia’s clients include professionals, business owners, their families, and friends. When meeting with her clients, Patricia seeks first to holistically understand their current financial situation, goals, and priorities. She then uses this information to formulate a comprehensive financial plan and investment strategy that best suits her clients’ unique needs.
Patricia is a 40-year resident of the Conejo Valley residing in Thousand Oaks. 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 and her husband were responsible for creating and leading an extensive ushering program, still in operation today, for 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, Thousand Oaks branch. On Sundays she sings as a soloist in her church choir. Patricia especially enjoys spending time with family and her two adorable grandsons.
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.