Patrice M. Cresci, Cfp® Email & Phone Number

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.

Listed skills include Financial Advisory, Investments, Investment Management, Financial Planning, and 15 others.

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  California Polytechnic State University-San Luis Obispo

  Bachelor Of Science