Home Wealth Management The Wholesome Advisor: A Refugee’s Journey With Sathya Chey Patterson

The Wholesome Advisor: A Refugee’s Journey With Sathya Chey Patterson

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The Wholesome Advisor: A Refugee’s Journey With Sathya Chey Patterson

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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 individuals killed by the hands of the Khmer Rouge, a communist political group, within the Nineteen Seventies. Her household then arrived within the U.S. financially destitute. But her humble beginnings and financially challenged upbringing have outlined her fact.

Photograph offered by Sathya Chey Pattersonrefugee camp.jpg

Sathya (the newborn) and her household on the refugee camp.

The expertise taught her resilience and constructed habits of frugality that few others can grasp. As we speak, she makes use of these expertise in her personal wealth administration follow.

On this episode, WealthManagement.com Managing Editor Diana Britton is joined by Sathya Chey Patterson, wealth advisor and managing associate at Come up Personal Wealth, in discussing how her expertise has formed her perspective on life and the work she’s doing now.

Sathya discusses: 

  • How life in refugee camps throughout the Cambodian genocide formed her childhood;
  • How her household offered for the youngsters 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; and
  • How meditation and sound therapeutic have helped her overcome challenges and heal from the previous.
Photograph offered by Sathya Chey Pattersonheart-of-ananda-band.jpg

The Coronary heart of Ananda band

Assets: 

Join With Sathya:

Join With Wealth Administration:

About Our Visitor:

Sathya Chey Patterson is a managing associate of Come up Personal Wealth, an unbiased wealth administration agency that constantly guides purchasers to pursue an elevated perspective.

Sathya is greater than a wealth advisor; she is her purchasers’ monetary beacon, constantly providing an knowledgeable perspective to allow them to craft and implement an efficient funding technique that’s suited to their particular wants and wishes. Sathya understands the numerous advanced monetary choices her purchasers might 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 B.A. in finance from Cal State Fullerton and an MBA from USC Marshall Faculty 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, along with her enterprise associate Steve Carlsen.

 

You probably 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.

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