Sathya Chey Patterson was born into battle. She got here into the world in a Thai refugee camp, as her household had simply escaped from the Cambodian genocide, an explosion of mass violence that noticed between 1.5 and three million folks killed by the hands of the Khmer Rouge, a communist political group, within the Seventies. Her household then arrived within the U.S. financially destitute. But her humble beginnings and financially challenged upbringing have outlined her fact.
The expertise taught her resilience and constructed habits of frugality that few others can grasp. In the present day, she makes use of these expertise in her personal wealth administration observe.
On this episode, WealthManagement.com Managing Editor Diana Britton is joined by Sathya Chey Patterson, wealth advisor and managing companion at Come up Personal Wealth, in discussing how her expertise has formed her perspective on life and the work she’s doing now.
- How life in refugee camps in the course of the Cambodian genocide formed her childhood
- How her household supplied for the kids as soon as they got here to the U.S.
- How her expertise rising up modified the way in which she explains cash habits to purchasers
- Why she grew to become a monetary advisor and what drives her on this profession
- How meditation and sound therapeutic have helped her overcome challenges and heal from the previous
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About Our Visitor:
Sathya Chey Patterson is a Managing Accomplice of Come up Personal Wealth, an unbiased wealth administration agency that persistently guides purchasers to pursue an elevated perspective.
Sathya is greater than a wealth advisor, she is her purchasers’ monetary beacon, persistently providing an knowledgeable perspective to allow them to craft and implement an efficient funding technique that’s suited to their particular wants and needs. Sathya understands the numerous advanced monetary selections her purchasers could face, in addition to the intricacies of their portfolios and funding markets, and ensures her purchasers are cared for in the present day and sooner or later.
Whereas receiving her BA in finance from Cal State Fullerton and an MBA from USC Marshall College of Enterprise, Sathya started constructing expertise in wealth administration at Halbert Hargrove World Advisors, LLC. She then joined the Carlsen Elliott Wealth Administration group at Wells Fargo Advisors earlier than launching her unbiased wealth administration firm, Come up Personal Wealth, together with her enterprise companion Steve Carlsen.
If in case you have a battle and want to share your experiences and assist others in related conditions, please attain out to Diana at [email protected].
The Wholesome Advisor podcast is obtainable on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are discovered.