Patrice Cresci
San Mateo, California, 94402
Member Since 2011
My number one focus is to ensure that clients receive a superior level of service and support. Developing achievable, navigable paths that allow clients to see beyond today’s horizon and guiding them toward their financial goals is my primary objective.
My Location
Background Information
Years of Financial Experience
- 5
Education
- California Polytechnic State University, SLO (Bachelor of Science)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Hourly fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Schwab Institutional
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 5638082
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Hewins Financial Advisors
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Visit Website - http://hewinsfinancial.com
