Sathya Chey Patterson was born into combat. She came into the world a Thai refugee camp as her family had just escaped the Cambodian genocide, an explosion of mass violence that killed between 1.5 and 3 million people at the hands of the Khmer Rouge, a communist political group, in the 1970s. Her family then came to the United States financially destitute. But her humble beginnings and financially difficult upbringing defined her truth.
Sathya (the baby) and her family in the refugee camp.
The experience taught her resilience and built habits of frugality that few others can understand. Today she uses these skills in her own wealth management practice.
In this episode WealthManagement.com Sathya Chey Patterson, Wealth Advisor and Managing Partner at Arise Private Wealth, joins Editor-in-Chief Diana Britton to discuss how her experience has shaped her perspective on life and her current work.
Sathya discusses:
- How life in refugee camps during the Cambodian genocide shaped her childhood
- How her family took care of the children when they came to the USA
- How her growing up experiences changed the way she explains money habits to clients
- Why she became a financial advisor and what drives her in this career
- How meditation and sound healing have helped her overcome challenges and heal from the past
The Heart of Ananda Band
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About our guest:
Sathya Chey Patterson is Managing Partner of Arise Private Wealth, an independent wealth management firm that consistently guides clients to pursue an elevated perspective.
More than an investment advisor, Sathya is her clients’ financial beacon, always providing an informed perspective to help them design and implement an effective investment strategy that suits their specific needs and desires. Understanding the many complex financial decisions her clients may face, as well as the intricacies of her portfolios and investment markets, Sathya ensures her clients are served now and into the future.
While receiving her BA in Finance from Cal State Fullerton and an MBA from USC Marshall School of Business, Sathya began gaining wealth management experience at Halbert Hargrove Global Advisors, LLC. She then joined the Carlsen Elliott Wealth Management team at Wells Fargo Advisors before founding her independent wealth management firm, Arise Private Wealth, with business partner Steve Carlsen.
If you are struggling and would like to share your experience and help others in similar situations, please contact Diana at [email protected].
The Healthy Advisor Podcast is available at Apple Podcasts, Android, stapler, Spotify and wherever podcasts can be found.
