Broker Check

550 Silver Spur Road, Suite 350, Rolling Hills Estates, CA 90275

(310) 270-9033
readyto@arisepw.com
Account View

Our Team


Managing Partners

You deserve to know that you matter and what you’re striving for is achievable with disciplined, tactical strategies, and a dedicated team of wealth advisors who are committed to you and your future. To us, being your wealth advisor is more than just managing your wealth, it’s being your confidant and constant pillar of sound advice throughout every stage of your life. 

Sathya Chey Patterson
CFP®, CDFA®, CSRIC®, AIF® MBA

Managing Partner, Wealth Advisor

Learn more

Steve Carlsen
CSRIC® 

Managing Partner, Wealth Advisor

Learn more

The Administrative Team

Pam Dickson 

Senior Client Associate 

Learn more

Kathy Holcomb 

Senior Client Associate 

Learn more

Our Extended Team, LPL Strategic Wealth services

Brooke Ober

Brooke Ober

Sr. Marketing Consultant

Stephen Ghosal

Stephen Ghosal

Chief Financial Officer

Kenzie Jacobs

Kenzie Jacobs

Administrative Assistant

View Our Services
LET’S GET STARTED

LET’S GET STARTED


Arise Private Wealth

At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.

Quick Links

Contact Us

550 Silver Spur Road, Suite 350
Rolling Hills Estates, CA 90275

(310) 270-9033 DIRECT
(310) 272-5871 FAX
(800) 934-4903 TOLL FREE

readyto@arisepw.com

Research

BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.