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Patricia F
CFP®, Series 66
Tiburon, CA
Fata Financial
Patricia Fata is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been the sole advisor and owner of Fata Financial since 2002. Fata Financial provides discretionary investment management and financial planning services to individuals, families, and trusts, focusing on retirement planning. The firm employs a broadly diversified, low-cost investment approach tailored to client-specific factors and emphasizes daily portfolio monitoring and quarterly performance reporting.
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