
Patricia is a dedicated professional in the life insurance and estate planning industry, committed to helping families secure their futures and protect their hard-earned assets. Since beginning her journey in life insurance in 2015, she has worked tirelessly to provide families with tools for peace of mind, and in 2022, she expanded her focus to include Revocable Living Trusts, empowering families to safeguard their legacies. A passionate educator, Patricia loves teaching families about asset protection and ensuring their loved ones are cared for. When not working, she enjoys spending quality time with her family, her children, her grandchildren and her fur babies. Yosemite National Park, close to her heart, serves as a source of inspiration and joy, and she finds fulfillment in creating memories with her loved ones and supporting the people she cares for.
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Beneficiary Liquidity Plan
QPRt
21st Century Trust Funding Method
NOT just for Millionaires and Billionaires
