Patrice Bening, CFP®
Login to view DISC.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.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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