PATTI BARSOTTI
Certified Wealth Strategist, CWS ®
Certified Financial Planner, CFP ®
California Real Estate Agent, DRE #01005341
Everyone needs a safety net
Barsotti Consulting guides individuals and families through the process of achieving financial wellness. With decades of banking, wealth management, real estate, and small business/nonprofit advising experience under her belt, Patti offers personalized solutions to serve as a safety net for ever-evolving life changes.
Experienced
Passionate
Focused
we make things happen
Have kids? A house? Small business or nonprofit? It’s easy to put off financial planning until it’s too late—life can change in a moment and it’s important to be prepared.
Whether you are a young family starting out your life journey or maturing member of our community, Barsotti Consulting can help you achieve financial wellness. Our passion is to guide clients through what can be a confusing and complicated process and bring in the tools and resources to make whatever needs to happen—happen.
“Patti and I have been business colleagues for over 20 years. I met her when serving as CFO at Fidelity National Home Warranty and looking for a new bank for the business. When I began a new position as COO of EMC Creative, I brought Patti on as our banker, and later as wealth management advisor to the owner. Patti is a trusted advisor, responsive, reliable, and smart. Over the years we have become good friends. She is someone I trust explicitly for advice. I continue to introduce her to fellow colleagues. ”
Our Services
Making dreams a reality
With more than a decade of experience as licensed real estate agents, the Barsotti team will help make the process of buying and selling real estate as smooth as the Motown music of the 70’s. We can help make your dreams your new address. If you are looking to buy your first home, sell to move up or to downsize, lease a property for your business, or buy that investment property give us a call.
Peace of mind in your journey
Do you know the difference between a trust, a will, and probate? What are your plans if you become incapacitated or if you and your co-parent are no longer able to care for your minor children? Who will physically pay your bills when you are unable to? Did you know that the state has a plan for you if you don’t properly make your own plans?
Finding out the answer to these questions make a big difference. This is where planning can come in handy and give you peace of mind in your journey. Whether you need a trust or a will, we can hold your hand while walking through your goals,
financing your passion
Throughout the decades of her financial services career, Patti has been guiding small business owners and their companies in their quest for financing and business planning, Sit down with Patti and ask those questions, you have been afraid to ask your banker. Whether you need a cash flow projection, a budget, a business strategic plan or simply help preparing to apply for a personal or business loan or line of credit, there are answers your banker may never have mentioned and Patti is here to help.
Patti specializes in banking, commercial lending, management, and personal trust services consulting. Over the years, families, individuals, and businesses with complex financial situations have worked with Patti to find answers to their most complex planning and banking needs. When you know it's time to talk with someone, or you just aren't clear —call Patti. Sometimes one conversation can be the start down a useful path to see your business flourish.
Selling your story
How many times have you thought that it might be helpful to bring in a professional to get your point across to enhance your team’s effectiveness? That's what Patti has been doing for many years. As past president of NSA (National Speakers Association of NorCal), she graduated from their academy and enjoys interactive sharing with a sense of humor from the stage.
looking forward to helping you work towards your peace of mind
