Patty Contreras is a California Licensed Insurance Broker/Wealth Planner with a unique approach to helping professionals and business owners with integrity and due diligence. She puts her clients’ interest first, which affords her the ability to expodentially position her clients in tax-efficient strategies. Her winning attitude and keen approach to business solutions are her greatest assets in helping clients position assets and goals onto a win-win strategy.
Her core principles and effective business approach are what give her the success she attains: honesty, highest quality service, integrity and caring edge.
She specializes in helping small to large businesses, professionals (i.e., physicians, attorneys/CPAs, school administrators/superintendents, business entrepreneurs, elected officials and individuals) throughout the United States. She is licensed in the following non-resident States (AR, AZ, CO, FL, MI, NV, OR, SC, TX and WA). Her comprehensive approach to retirement, estate planning strategies and tax strategies are the cornerstones to the success of how she helps hundreds of folks throughout the Country.
Her expertise in the non-profit, private, and education sector over the last 33 years give her the edge to educate clients in making sound decisions.
Her extensive experience interfacing with the business community started when at the time, she assisted the State Commissioner and Chairman of the California Post-Secondary Education Commission (CPEC), which oversees the planning and coordination of the Community College, State College and UC systems. There she learned to coordinate a heavy calendar of events and to always communicate gracefully with important elected officials and industry leaders.
In May 2006, she built a successful insurance agency and as a result of her relentless determination and passion; became 1st Year Achiever, Top Rookie of the Year for one of the largest Multi-billion dollar insurance company. She continues to expand her broad list of clients in California and throughout the United States.
Patty graduated from UCLA in 1991 with a Bachelor’s degree in Italian Literature and a minor in French. She is fluent in Spanish, Italian and French, is a member of NAIFA (National Association of Insurance & Financial Advisors), a former Rotarian and Soroptimist. She is a member of the National Care Planning Council, Newport Beach Chamber of Commerce Leadership Circle and Norwalk Chamber of Commerce Board of Directors. She resides in South Orange County with her husband Jesse of 34 years and young son, Joshua (20), and “JoJo” the dog. She has a tremendous love for seniors, adolescents at risk, enjoys working out, and loves cooking.