Finance and Taxation
Patricia is a financial services professional with extensive years of experience in in financial planning and analysis.
Passionate about consistently providing the highest level of service to all clients, Patricia is driven and devoted to strategically growing her clients’ financial wealth through academic research and cutting-edge marketing. She currently holds the Certified Financial Planner ™ designation, has completed the Master of Science in Finance (graduated with honors) and is now enrolled in the Doctoral Studies in Finance at Pace University, New York, NY. She also teaches (Adjunct Professor) the Financial Planning Analysis and Risk Management course at New York University.
Her love for giving back and helping members of the community to become financially empowered, led her to a leadership role as Director of Pro bono Services of the Financial Planning Association of New York. In this role, Patricia offered financial guidance and education to members of the community.