
Patricia has been with Canon Capital Wealth Management since 1997. She is a Senior Investment Advisor and Co-Director of Wealth Management who provides individuals and business clients with solutions to their retirement and investment needs. Patricia specializes in managing investments for individuals and ERISA retirement plans. Patricia has completed formal education and training in fiduciary studies and is an Accredited Investment Fiduciary (AIF®). She has completed extensive coursework through ASPPA and the Financial Service Standard’s Professional Plan Consultant program. Patricia has earned the C(k)P® Certified 401(k) Professional designation from The Retirement Advisor UniversityTM in collaboration with UCLA Anderson School of Management Executive Education.