Patrice Cresci, CFP® | Source | Principal, Senior Financial Advisor, Regional Director at Team Hewins

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Patrice Cresci’s first love has always been working with her clients, but her energy and talent have also earned her a place in our firm’s leadership.

In addition to serving her clients as a Senior Financial Advisor, Patrice serves as a member of the Management Team, where her particular focus is leading all of the firm’s Advisors and overseeing our Financial Planning processes.