Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.

 

Patrice Cresci headshot
"Helping my clients see beyond today’s horizon and collaborating with them and their other advisors to work toward their long-term financial goals is what I consider to be the most fulfilling aspect of being a financial advisor."

Patrice Cresci

Principal, Regional Director

San Francisco, Redwood City