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Patty M. Estopinal, CIMA®, CDFA®

Patty M. Estopinal, CIMA®, CDFA®

Director

Patty Estopinal is a Certified Investment Management Analyst® professional with more than 30 years of investment experience. She specializes in wealth management for senior executives and families with the goal of using wealth to improve the lives of those she works with. As a Certified Divorce Financial Analyst®, Patty also works extensively with attorneys, mediators, and their clients in a collaborative effort to examine the impact of various settlement options and other finance related decisions. Patty earned her bachelor’s degree in Business Administration from California State University, Sacramento. She continued her studies through the University of Pennsylvania Wharton School of Business, earning her CIMA® designation.

Patty is extremely active in the community. She coaches a Special Olympics tennis team and is a board member of the Girl Scouts Heart of Central California Council.

Patty was specially trained to serve as a Court-Appointed Special Advocate for a foster child and she currently acts as legal advocate and volunteer mentor to a young girl. Her many years of community service, particularly among those less fortunate, earned Patty recognition as an Altruism Award Winner in 2011 by Registered Rep. The magazine called her an “Inner City Ally.”

Patty has two children, Michael and Jamie.