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Patrice M. Cresci, CFP®

Hewins Financial Advisors/Wipfli Hewins Investment Advisors

400 S El Camino Rd
Ste 800
San Mateo, CA 94402
Phone: (650) 620-3040
Fax: (650) 372-0813

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Irregular Income
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.