Patricia Reno

Senior Vice President - Financial Advisor, Consulting Group


Patricia has been helping individuals and business owners in North County since 1988. She has two decades of experience managing bond portfolios and separately managed accounts for clients. Patricia specializes in municipal and government bonds and has significant experience servicing the needs of the medical and professional community in North County. For her fine work, Patricia has been recognized as an "Outstanding Woman in Business" by the San Diego Business Journal. 

A former teacher and graduate of the University of California, Patricia assisted in bringing a California State University to North County and served on their board of trustees for many years. She continues to be active in Rotary, the Midway Foundation and the greater business community in North County.

Anne Fiato

Senior Investment Associate