Patty Gonzalez has over 18 years of experience in the wealth management industry and holds the designation of Financial Paraplanner Qualified Professional™. She provides support for both clients and portfolio managers by opening new accounts, facilitating money movement, transfers, and servicing accounts on an ongoing basis. She prides herself in cultivating strong and trusting relationships with clients and is passionate about helping clients achieve their financial goals. In her free time, she enjoys outdoor activities, traveling, cooking, reading and spending time with her husband and their 3 children. She is also bilingual, fluent in Spanish.
Email: Patty@pekinhardy.com
