PRESS RELEASE: FORBES Recognizes Sathya Chey Patterson as a Best-In-State Women Wealth Advisor

PRESS RELEASE: FORBES Recognizes Sathya Chey Patterson as a Best-In-State Women Wealth Advisor

February 22, 2024


Rolling Hills Estates, CA — Feb. 09, 2024 – Sathya Chey Patterson, a financial advisor at Arise Private Wealth in South Bay, CA, has been recognized in this year’s list of Forbes Top Women Wealth Advisors, Best-In-State. The special report identifies U.S.-based female financial advisors who are leading the way in offering best practices and providing high-quality experiences for their clients, according to Forbes.

The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including in-person interviews, years of experience, compliance records and assets under management*.

“LPL Financial is delighted to congratulate Sathya on her well-deserved Forbes recognition,” said Julian Lopez, LPL executive vice president, Independent Advisor Services Relationship Management. “Sathya has successfully leveraged the independent platform to grow her career and help her clients work toward their unique financial goals and dreams. Her focus on education, unwavering integrity and ability to foster trust have been instrumental in her ongoing success.”

Sathya Chey Patterson has served more than 17 years in the financial services industry and provides a full range of financial services, including retirement and financial planning, investment management, ESG/SRI investments, annuities, charitable giving strategies, executive compensation, advising business owners, and more.

Patterson is a financial advisor affiliated with LPL Financial, a leading* retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.


About Arise Private Wealth
Founded in 2021, the experienced advisors at Arise Private Wealth have over 52 combined years serving Southern California individuals and families with their wealth management needs. We provide a comprehensive suite of customized financial services, including investment planning, retirement strategies, ESG/SRI investments, estate and insurance planning, and more. We strive to be your personal CFO, working alongside you to help analyze your unique financial and future needs, and determine the most efficient, effective, and thoughtful course of action for you and your families.

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
*The Forbes ranking of America’s Top Women Wealth Advisors Best-in-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Sathya Chey Patterson is a registered representative with securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

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Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
LPL Financial, Forbes, SHOOK Research and Arise Private Wealth are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Top Women Wealth Advisors list.
LPL routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.