Patricia Slaga

Investment Services Operations Manager

Patricia Slaga has been a valued member of the planning team since 2018. She helps clients navigate complex products with clarity and confidence. Before joining the firm, Patricia spent more than a decade in credit union management, where she helped develop financial solutions and guided the delivery of excellent member service.

Patricia earned her B.A. from Stanford University and an M.A.

in International Affairs from the University of California, San Diego. A Ventura County native, she is proud to serve clients in the community where she has raised three children. She lives in Camarillo with her husband Peter and their teen son.