Patricia Tanner, CLU, ChFC, CFP®
Patricia Tanner, founder of Fortune Strategies, specializes in multi- generational
wealth transition planning for both personal and business wealth for families that
reside in the United States and abroad. Patricia has been creatively and sensitively
providing solutions to each client's unique wealth transition concerns for more than
45 years.
Patricia received her Bachelor's degree from Brigham Young University, Provo, Utah
and her Master's degree from San Jose State College, San Jose, California. After
graduate school, she began her career in insurance and financial planning in San
Jose, California.
After many years as a career agent, Patricia served in various positions in agency
management with Metropolitan Life and Northwestern Mutual Life. Between 1982 and
1991, Patricia lived and worked in Europe and maintained offices in Lugano, Milan,
Florence and Rome dealing with international estate planning issues and insurance
planning for families with assets in more than one country.
Upon returning to the states, Patricia located her practice again in the San Francisco
Bay Area; initially she developed a network of associated attorneys and CPAs who
jointly offered "Beyond the Living Trust" seminars and workshops. Eventually her
practice evolved into a referral from advisor (CPA and attorneys) practice only.
Recognized as an industry leader, Patricia has given scores of lectures on the subject
of estate planning, business succession planning and wealth transition to groups
in Milan, Paris and Brazil in addition to those given in the United States. Patricia
has been a presenter at the International Forum on such topics as developing alliances
with CPA's, attorneys, and professional advisors. She has taught a number of continuing
education workshops for CPA's and attorneys.
Today, Patricia continues to work with families in the United States and abroad
through her offices in Walnut Creek, California and Miami, Florida.
Patricia resides in Alamo, California with her husband Bill. Bill and Patricia are
avid scuba divers and travel the world pursuing their hobby.
