Patrice M. Cresci, Cfp®

Patrice M. Cresci, Cfp® Email and Phone Number

San Carlos, CA, US
Patrice M. Cresci, Cfp®'s Location
San Carlos, California, United States, United States
Patrice M. Cresci, Cfp®'s Contact Details

Patrice M. Cresci, Cfp® personal email

n/a

Patrice M. Cresci, Cfp® phone numbers

About Patrice M. Cresci, Cfp®

Team Hewins, LLC ("Team Hewins") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940 with offices located in California and Florida. Such registration, however, does not imply a certain level of skill or training and no inference to the contrary should be made. The information provided on this social media profile is for informational purposes only and should not be construed as investment advice or a determination that a particular product or service is suitable for any individual. This information should not be relied upon in making an investment decision. Information pertaining to Team Hewins’ advisory operations, services and fees is set forth in Team Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. Team Hewins offers investment advisory and financial planning services to our clients (including individuals and couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations). Our specialties include financial planning and comprehensive wealth management services for individuals and families and use of an interactive planning tool featuring real-time scenarios. We provide our clients with experienced financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We also offer financial planning services with the aid of enhanced software that performs interactive financial planning, which enables our clients to explore their financial futures in real time with visual images to further illustrate the consequences of various choices. Our relationship as a member of the Callan Independent Adviser Group (IAG) and being an approved Dimensional Fund Advisor (DFA) extends our access to in-depth, high-quality research and information resources.

Patrice M. Cresci, Cfp®'s Current Company Details
Our Lady of Mount Carmel School. Redwood City, CA

Our Lady Of Mount Carmel School. Redwood City, Ca

View
Board Member
San Carlos, CA, US
Patrice M. Cresci, Cfp® Work Experience Details
  • Our Lady Of Mount Carmel School. Redwood City, Ca
    Board Member
    Our Lady Of Mount Carmel School. Redwood City, Ca
    San Carlos, Ca, Us
  • Our Lady Of Mount Carmel School. Redwood City, Ca
    Board Member
    Our Lady Of Mount Carmel School. Redwood City, Ca Aug 2022 - Present
  • Team Hewins, Llc
    Principal, Regional Director And Senior Financial Advisor
    Team Hewins, Llc Jun 2018 - Present
    Redwood City, Ca
  • Hewins Financial | Wipfli Hewins
    Principal, Regional Director
    Hewins Financial | Wipfli Hewins Mar 2015 - May 2018
  • Hewins Financial | Wipfli Hewins
    Principal, Consultant
    Hewins Financial | Wipfli Hewins Jun 2014 - Mar 2015
  • Hewins Financial Advisors
    Consultant
    Hewins Financial Advisors May 2012 - Jun 2014
  • Hewins Financial Advisors
    Senior Associate Consultant
    Hewins Financial Advisors Jan 2010 - May 2012
  • Hewins Financial Advisors
    Associate Consultant
    Hewins Financial Advisors May 2008 - Jan 2010
    Fee only Advisors to individuals and family wealth.
  • Hewins Financial Advisors
    Client Service Manager
    Hewins Financial Advisors Jun 2007 - May 2008
    Fee only Advisors to individuals and family wealth.
  • Hewins Financial Advisors
    Client Service Specialist
    Hewins Financial Advisors Jul 2006 - Jul 2007
    Fee only Advisors to individuals and family wealth.

Patrice M. Cresci, Cfp® Skills

Financial Advisory Investments Investment Management Financial Planning Wealth Management Retirement Planning Investment Advisory Asset Allocation Strategic Financial Planning Portfolio Management Financial Analysis Retirement Personal Finance Certified Financial Planner Series 65 Estate Planning Insurance Microsoft Office Axys

Patrice M. Cresci, Cfp® Education Details

Frequently Asked Questions about Patrice M. Cresci, Cfp®

What company does Patrice M. Cresci, Cfp® work for?

Patrice M. Cresci, Cfp® works for Our Lady Of Mount Carmel School. Redwood City, Ca

What is Patrice M. Cresci, Cfp®'s role at the current company?

Patrice M. Cresci, Cfp®'s current role is Board Member.

What is Patrice M. Cresci, Cfp®'s email address?

Patrice M. Cresci, Cfp®'s email address is pa****@****ins.com

What is Patrice M. Cresci, Cfp®'s direct phone number?

Patrice M. Cresci, Cfp®'s direct phone number is (650)-620*****

What schools did Patrice M. Cresci, Cfp® attend?

Patrice M. Cresci, Cfp® attended California Polytechnic State University-San Luis Obispo.

What skills is Patrice M. Cresci, Cfp® known for?

Patrice M. Cresci, Cfp® has skills like Financial Advisory, Investments, Investment Management, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial Planning, Portfolio Management, Financial Analysis, Retirement.

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