Patrice Cresci


Team Hewins

Principal, Senior Financial Advisor, Regional Director

Patrice Cresci


Team Hewins

Principal, Senior Financial Advisor, Regional Director

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrice Cresci, CFP®

Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.

Patrice Cresci is a fee-only CFP® professional providing objective financial planning and investment management services as a fiduciary. She specializes in financial planning for working mothers, busy executives and other professionals, and those nearing retirement.  At Team Hewins, we collaborate with your CPA, attorney, and other professionals to help coordinate your financial life. Because we are looking to form long-term relationships with clients, we generally charge an ongoing asset-based fee that covers all of our financial and investment management work. Additionally, we work with professionals who are still actively building their wealth and have a different pricing approach for those situations

Patrice Cresci, CFP® with over 16 years of experience— I help my clients navigate their financial situation through comprehensive financial planning. Saving and investing were fundamental parts of my upbringing--from saving half my allowance to receiving Roth IRAs as birthday gifts.  This early exposure to good financial habits served me well then and also does now as I guide clients in their personal financial journeys.  Learn more about Patrice Cresci...

Things to know:  

  • Complimentary consultation at the beginning of the process. 
  • We meet with clients on their terms - in the office or online. 
  • Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services  
  • Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.  
  • We are 100% employee-owned (by 11 principals), with no outside investors or private equity. 
  • We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.  
  • The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed. 

Team Hewins is an independent, fee-only financial planning and investment advisory firm with $2.7 billion in assets under management and advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins offers clients proactive financial leadership, providing personalized financial planning and investment services.  Team Hewins is focused on easing financial stress for busy clients and providing forward-looking ideas and financial advice that empowers clients to make well-considered decisions

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate and Generational Planning
  • Tax Planning
  • College Education Planning

Ideal Clients

  • Women Executives and Professionals
  • Growing Families
  • Retirees and Near Retirees
  • High Net Worth Clients

Working Together

  • % of Managed Assets
  • Monthly Planning Fee
  • In-Office Meetings
  • Virtual Meetings
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Patrice Cresci is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Dimensional Funds
    Team Hewins is an Approved Dimensional Funds Advisor

    Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.

Contact Patrice Cresci

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 203 Redwood Shores Parkway
    Suite 550
    Redwood City, CA 94065
  • 220 Montgomery Street
    Suite 692
    San Francisco, CA 94104

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser