Patti Chalich

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

Patti Chalich is a financial consultant based in Boca Raton, Florida, affiliated with Oppenheimer. She specializes in aligning clients' unique goals, values, and needs through holistic financial planning and investment strategies. Patti employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, by providing tailored investment and insurance solutions.

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