Patti has lived in the San Diego area since the age of 2. While attending San Diego State University, she embarked on a career in real estate. Wishing to broaden her skills, Patti began her CFP® professional education and started providing financial planning services in 1982. She achieved her Certified Financial Planner™ (CFP®) designation in 1984. A past real estate licensee, Patti obtained her life/disability insurance license (1983), her Series 7 general securities license (1984) and her Chartered Mutual Fund Counselor (CMFC®) designation (1996). By including a holistic approach in her planning, she helps clients to clarify goals in all areas of life and to design a financial strategy that is tailored to their unique set of circumstances, values and priorities. Patti is married with two children and values quality time spent with her family and pets. She enjoys the outdoors, riding her horses, visiting new places, taking photos and creating DVDs to memorialize her vacations. Patti is a planner by nature and enjoys helping clients to achieve their goals.