Tori Patrick
President at Progressive Strategies Financial Group | Mission Viejo, California, United States
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Tori Patrick, as the President of Progressive Strategies Financial Group, has established herself as a leading voice in the realm of wealth management, driven by her deep understanding of the intricate relationship between time and financial growth. Under her leadership, the firm has flourished, providing tailored financial solutions that empower successful individuals, families, and business owners to accumulate, preserve, and transition their wealth effectively. Tori's expertise spans a wide array of financial disciplines, including strategic financial planning, investment advisory, and retirement income strategies, making her a trusted partner for clients navigating the complexities of wealth management.
At Progressive Strategies, Tori spearheads key projects that focus on comprehensive asset management accounts, ensuring that each client's unique financial landscape is addressed with precision and care. Her commitment to an independent and objective approach allows her to prioritize the best interests of her clients, fostering relationships built on integrity and transparency. Tori’s proficiency in areas such as wealth preservation strategies, 401k rollovers, and mortgage lending further enhances the firm's ability to deliver holistic financial solutions.
Tori’s fascination with analytics drives her to leverage data-driven insights to inform her clients' financial decisions, helping them not only to grow their wealth but also to secure their financial legacies for future generations. As a thought leader in the industry, she continuously seeks innovative strategies that align with her clients' goals, ensuring that they are well-equipped to face the evolving financial landscape. Through her leadership and vision, Tori Patrick is not just shaping the future of Progressive Strategies Financial Group; she is also redefining what it means to provide exceptional wealth management services in today’s dynamic environment.
President at Progressive Strategies Financial Group in June 2010 to Present
Wealth Management Professional at The Budin Group in July 2006 to May 2010
Broker Associate at Century 21 Aadvantage Gold in September 1999 to September 2008
Senior Loan Officer, Production Manager at Direct Access Lending in September 1999 to July 2006
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Investments
Small Business
Wealth Management
Retirement
Strategic Financial Planning
Insurance
Real Estate
Marketing Strategy
Wealth
Short Sales
Refinance
IRAs
Leadership
Investment Advisory
Investors
Employee Benefits
Foreclosures
Asset Management
Entrepreneurship
Long-term Care
Mortgage Lending
Nonprofits
Finance
Loans
Residential Mortgages
Saving for Education
Protection Planning/family Security
Board Development
401k
401k Rollovers
Financial Literacy Training
Fiduciary
Retirement Income Strategies
Wealth Preservation Strategies
Retirement Plan Distribution
IRA Rollovers
Employee Education
Fiduciary Liability
Non-profits
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What is Tori Patrick email address?
Email Tori Patrick at [email protected]. This email is the most updated Tori Patrick email found in 2026.
What is Tori Patrick phone number?
Tori Patrick phone number is +17024931773 and +17028125941.
How to contact Tori Patrick?
To contact Tori Patrick send an email to [email protected]. If you want to call Tori Patrick try calling on +17024931773 and +17028125941.
What company does Tori Patrick work for?
Tori Patrick works for Progressive Strategies Financial Group
What is Tori Patrick's role at Progressive Strategies Financial Group?
Tori Patrick is President
What industry does Tori Patrick work in?
Tori Patrick works in the Investment Management industry.
Tori Patrick Email Addresses
Tori Patrick Phone Numbers
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