Patrice Cresci Emerges in Top 25 of Forbes' List of "Nation's Top Millennial Wealth Advisors"

We are very proud to announce that Patrice Cresci, principal and regional director in the Bay Area, has been recognized by Forbes in its inaugural ranking of “America’s Top Next-Gen Wealth Advisors.” Patrice’s excellence, as an advisor, is underscored by her unwavering commitment to her clients and to making a true, positive difference in their financial lives. We are honored to have her as a member of our team and as a leader of our firm!

Top Next-Gen Wealth Advisors Press Release

Tuesday, August 8, 2017