Patrice M. Cresci, Cfp® Email and Phone Number
Patrice M. Cresci, Cfp® work email
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Patrice M. Cresci, Cfp® personal email
Patrice M. Cresci, Cfp® phone numbers
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.
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Board MemberOur Lady Of Mount Carmel School. Redwood City, CaSan Carlos, Ca, Us -
Board MemberOur Lady Of Mount Carmel School. Redwood City, Ca Aug 2022 - Present -
Principal, Regional Director And Senior Financial AdvisorTeam Hewins, Llc Jun 2018 - PresentRedwood City, Ca -
Principal, Regional DirectorHewins Financial | Wipfli Hewins Mar 2015 - May 2018 -
Principal, ConsultantHewins Financial | Wipfli Hewins Jun 2014 - Mar 2015 -
ConsultantHewins Financial Advisors May 2012 - Jun 2014 -
Senior Associate ConsultantHewins Financial Advisors Jan 2010 - May 2012 -
Associate ConsultantHewins Financial Advisors May 2008 - Jan 2010Fee only Advisors to individuals and family wealth. -
Client Service ManagerHewins Financial Advisors Jun 2007 - May 2008Fee only Advisors to individuals and family wealth. -
Client Service SpecialistHewins Financial Advisors Jul 2006 - Jul 2007Fee only Advisors to individuals and family wealth.
Patrice M. Cresci, Cfp® Skills
Patrice M. Cresci, Cfp® Education Details
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Bachelor Of Science
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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