Patty Contreras

Patty Contreras

Founder | Generational Wealth Advisor | Insurance & Financial Professional

Patty Contreras is a seasoned insurance and financial professional with more than three decades of experience helping business owners, executives, professionals, and families protect their wealth and create lasting financial legacies.

Her practice is centered on generational wealth, retirement income strategies, tax-efficient wealth positioning, estate and legacy planning considerations, and insurance solutions. Patty takes a highly personalized approach, working alongside clients and their professional advisors—including CPAs and estate-planning attorneys—to help coordinate strategies around their financial objectives.

Known for her commitment to integrity, due diligence, education, and exceptional client service, Patty believes financial planning should extend beyond accumulating assets. Her goal is to help clients protect what they have built, strategically position their wealth, and create a meaningful legacy for the people and causes that matter most to them.

Patty serves business owners, entrepreneurs, physicians, attorneys, CPAs, executives, education leaders, retirees, and families throughout California and across multiple states.

She entered the insurance industry in 2006 and was recognized as a First-Year Achiever and Top Rookie of the Year with a major insurance company. Her broader professional career spans more than 34 years across the financial services, private, nonprofit, education, and community sectors.

A UCLA graduate, Patty earned her bachelor’s degree in Italian Literature with a minor in French. She speaks Spanish, Italian, and French and has been actively involved in professional and community organizations throughout her career.

At the heart of Patty’s work is a simple philosophy:

Build wisely. Protect intentionally. Give purposefully. Leave a legacy.