Patrice Rizzo
Wealth Advisor
Patty is an experienced financial advisor specializing in helping families make complex financial decisions. Since entering the industry in 2021, Patty has been committed to making financial planning more accessible by breaking down challenging concepts into clear, actionable strategies.
With a natural ability to create a calm and welcoming environment, Patty helps clients feel confident in their financial future- infusing guidance with a touch of humor to make even the most daunting topics approachable.
Patty graduated from Rider University in 2009 with dual degrees in Marketing and Advertising. Patty currently resides in Matawan, NJ with her husband, CJ, and their three children. When not assisting clients or raising her family, Patty can be found reading or practicing yoga. Patty is a proud supporter of the Muscular Dystrophy Association, an organization that holds personal significance in her family.