Patricia Bott

Financial Administrator

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Patricia A. Bott is our firm’s Financial Administrator. Ms. Bott oversees the firm’s financial transactions, internal auditing, accounts receivable, and accounts payable. She works alongside our CEO and presents the firm’s financial plans, the development of relevant business information, and wealth market strategies. Ms. Bott brings forth an extensive background in accounting. Prior to joining our firm, Ms. Bott worked for a property management company as the Accounting/Collections Manager where she managed all accounting and collection functions.

Ms. Bott is a Certified Bookkeeper from the American Institute of Professional Bookkeepers. In June of 2017 she completed the Accounting Program at UCSD Extension.

Along with assisting in the financial department, she is continuing her education and is currently pursuing the Tax Program at UCSD Extension which she will be completing in December 2018.

Ms. Bott currently resides in La Jolla, California.

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