Mission
Our mission is to serve families and individuals who need the help of an expert to guide them through this complex financial world.
Vision
Our mission is to serve as the premier provider in the Bay Area, helping families and individuals sleep better at night because they have peace of mind in their financial status.
bio
The Barsotti partnership goes back over 40 years, while Patti was in the banking world, Rocci her husband of 42 years, has been focused on "Making Your Dreams Your New Address" in Contra Costa for the last 12. Rocci and Patti are ready to sit down with you and your family to listen to what it is that you are looking for, facilitating your needs is one of the important things that they are passionate about.
Patti and earned a Bachelor of Arts in Business from San Francisco State University and she completed the Professional Financial Planning Course at the University of California, Berkeley. Rocci, the college baseball player in the family also earned his Bachelor of Arts from San Francisco State University.
community
Beyond their professional careers and financial credentials, Rocci and Patti have achieved recognition as volunteers, leaders, motivators, and service providers in the community. Rocci is the immediate past governor of Kiwanis for the California-Nevada-Hawaii District of Kiwanis International.
During her 29-year history serving the children of the World through Kiwanis International, Patti has served in numerous capacities as well, including governor of its California-Nevada-Hawaii district, and as Kiwanis International Membership Committee Chair. Patti also served on the Kiwanis International Board of Trustees for the 2013-2016 Kiwanis year. Both Rocci and Patti supported the International World Wide Service Project to help
Patti is once again serving as Trustee for Kiwanis International on its Kiwanis Children’s Fund Board, helping raise $110 million to eliminate maternal and neonatal tetanus around the globe. Patti also serves as the Concord City Treasurer.