Patrice Cresci
CFP®
Team Hewins
Principal, Senior Financial Advisor, Regional Director
Patrice Cresci
CFP®
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.
Specialties
- 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
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Patrice Cresci is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Team Hewins is an Approved Dimensional Funds AdvisorDimensional 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.
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Patrice Cresci Named Best in State Wealth Advisor by Forbes for 2021
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Patrice Cresci Named Forbes to Top Women Wealth Advisors List for 2020
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Patrice Cresci Named to Forbes Top Next-Gen Wealth Advisor List for 2020
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Patrice Cresci Named Regional Director at Hewins Financial Advisors as Reported by the San Francisco Business Journal
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Patrice Cresci Co-Authored "Five Things Women Going Through A Financial Transition Should Know" Published in Family Wealth Report
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Patrice Cresci is Quoted on TheStreet.com: "How to Pick a Financial Adviser"
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Patrice Cresci is Quoted on Madame Noire: "Smart Financial Moves To Prepare For The Birth Of A Child"
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Patrice Cresci is Featured on PR Newswire: "Hewins Financial Advisors' Patrice Cresci Emerges in the Top 25 of Forbes' Inaugural List of the Nation's Top Millennial Wealth Advisors"
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Hewins Financial Advisors' Patrice Cresci Ranks #56 on Forbes' List of "America's Top Women Wealth Advisors" as Reported on Markets Insider
Contact Patrice Cresci
Office Locations:
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203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065 -
220 Montgomery Street
Suite 692
San Francisco, CA 94104
