As a CERTIFIED FINANCIAL PLANNER professional and avid pilot, Pat Picornell realizes that some risks should and can be avoided with proper planning. She and her partners in the Sterling Wealth Management Group at UBS leverage their combined 100+ years of experience to focus on comprehensive wealth management that helps to mitigate risk and preserves the client’s assets while providing for their estate and retirement needs. Pat and her team have the expertise to help clients achieve their financial needs and objectives.

 

“I strive to listen to my clients and understand their needs, so I’m always prepared to guide them with advice and planning solutions that will help them enjoy the life they’ve worked so hard for.”

 

Pat is married to her husband, Kiko. Pat donates her spare time to one of her favorite causes, flying Pilot-N-Paws dog rescue flights.