Patrice Bening, CFP®

Enigma
DISC Type : dci

Wealth Advisor at morton wealth

Agoura Hills, California, United States

Overview

Patrice Bening is a CERTIFIED FINANCIAL PLANNER™ professional and Partner at Morton Wealth, where she focuses on empowering women and families. A California State University, Northridge graduate with over 20 years of experience, colleagues describe her as professional, sharp, and enthusiastic.

Originally from Romania, Patrice is passionate about endurance challenges, having completed the Boston Marathon and summited Mt. Whitney twice. She lives in Southern California with her husband, two sons, and their dog, and serves as Treasurer for the National League of Young Men.

She co-founded "Herself by Morton Wealth, " an initiative creating a community for women to confidently discuss their financial futures.

Personality Overview

Fast Follower

Challenger

Persuasive & Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing  They are likely to ask many questions and look heavily for supporting proof as well as information.

Topics They Care About

Women's Financial Empowerment
She is a curator of "Herself by Morton, " an educational platform and community focused on helping women 55+ take control of their financial futures with confidence.
Endurance Sports
Finds inspiration in nature and physical challenges. She successfully completed the Boston Marathon in 2025 and has climbed Mt. Whitney two times.
Mother-Son Engagement
Serves as the treasurer on the board of the National League of Young Men, a non-profit that brings mothers and sons together for community service and cultural experiences.

Media Appearances

Morton Wealth – HerStory with Patrice Bening. Featured in YouTube

See Now

Work History

6-2022
Wealth Advisor at morton wealth
1-2019 - 6-2022
Client Service Associate at morton wealth
9-2012 - 12-2018
Vice President / Relationship Center Manager at OneWest Bank
9-2012 - 5-2013
Operations Manager at OneWest Bank
8-2005 - 4-2009
Premier Banking Client Manager at Bank of America

Education

Education details unavailable from College for Financial Planning
2001 - 2003
BS from California State University, Northridge

More Information

Social Presence :

Prographics :

Exp : 22 Location : Agoura Hills, California, United States Job Level : N/A Designation : Wealth Advisor at morton wealth
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Insights For Selling To Patrice

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear evidence’, ‘data-based results’ etc.
  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Be prepared for a mix of questions and inquisitiveness, answer them in the tone in which they have been asked

DONT's

  • Don’t rely excessively on your relationship with them to win the deal even if you come to form one
  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrice is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Patrice

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Patrice move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Patrice take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Patrice

Personality Compatibility


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