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RIA Edge West
October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA

Dr. Patricia M. Villarreal
Chief Clinical Officer at Expressive Wealth
Speaker

Profile

Dr. Patricia M Villarreal, affectionately known as Patty, is a licensed clinical psychologist and founder of Holding Space for Psychological Wellness. Knowing that the daily emotional decisions affect all aspects of our life journey, she has partnered with Expressive Wealth to guide families in their path to pass on their family legacy.

Adorned with triumphs and challenges, Patty’s journey cemented her belief in the power of authenticity and vulnerability. She recognizes the shared human experience of grappling with self-doubt and navigating uncertainty, and she’s made it her mission to guide others toward embracing their true selves. Through empowerment, growth, and genuine connections, Patty is a beacon of transformation.

Agenda Sessions

  • RIA Edge Fireside Chat: Navigating Family Wealth Conversations with a Chief Clinical Officer

    1:45pm