Patty Contreras

Patty Contreras Retirement | 401(k) | IRA/Roth | Rollovers | Life Insurance | Long-Term Care | Business Succession

Mellody Hobson grew up in financial instability — electricity cut off, evictions, and a mother who couldn't secure bank ...
04/10/2026

Mellody Hobson grew up in financial instability — electricity cut off, evictions, and a mother who couldn't secure bank loans due to racial barriers.

Today, she serves as Co-CEO and President of Ariel Investments, one of the largest minority-run investment firms in the country, and a nationally recognized voice on financial literacy.

As the first in her family to graduate from college, Hobson has spent her career breaking down barriers and teaching others how to build wealth. Her message? Be brave, take risks, and never let your starting point define your finish line.
Your story doesn't have to look like anyone else's. If you're ready to take that next step, I'm here to support you.



Sources:
Horatio Alger Association, 2017
Ariel Investments, 2025

You might be paying more in taxes than you need to—and not even realize it.From investment timing to account selection, ...
04/08/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

Muriel Siebert earned the nickname "The First Woman of Finance" for good reason.In 1967, she became the first woman to p...
04/03/2026

Muriel Siebert earned the nickname "The First Woman of Finance" for good reason.
In 1967, she became the first woman to purchase a seat on the New York Stock Exchange, a move that required her to personally ask nine men to sponsor her application, with one finally agreeing.

She later became the first woman superintendent of banking for New York State and built one of Wall Street's most respected names, all without a college degree.
Siebert proved that determination and skill matter more than background. Women belong in every corner of finance.

If navigating your finances feels overwhelming, let's talk. You don't have to figure it out alone.



Source:
National Women's History Museum, 2020

Born to enslaved parents in 1864, Maggie Lena Walker became the first woman to charter and own a bank in the United Stat...
03/27/2026

Born to enslaved parents in 1864, Maggie Lena Walker became the first woman to charter and own a bank in the United States.
In 1903, Walker founded St. Luke Penny Savings Bank in Richmond, Virginia, creating financial access for Black communities at a time when they were systematically denied loans and banking services.

Her entrepreneurial vision didn't just build wealth; it created opportunities, transformed business practices, and inspired women from all backgrounds to enter the finance industry.

Every woman deserves access to financial opportunity. If you have questions about your financial journey, please don't hesitate to reach out. I'm here to help.



Sources:
National Women's History Museum, 2017

In 1870, Victoria Woodhull became the first female stockbroker on Wall Street, with only three years of formal education...
03/20/2026

In 1870, Victoria Woodhull became the first female stockbroker on Wall Street, with only three years of formal education.

At a time when women couldn't vote and faced massive barriers to financial independence, Woodhull opened her own brokerage firm and proved that expertise, not credentials, defines success in finance.

She also became the first woman to run for U.S. President in 1872, but it's her Wall Street legacy that opened doors for generations of women in finance.

Women have always belonged in finance. If you're ready to start building your financial confidence, I'd love to chat.



Source:
National Women's History Museum, 2022

03/06/2026

Thank you All for the text, calls & comments for Josh’s b-day. He just got back from a mini-vacay:) and appreciates all the wonderful birthday wishes❤️❤️❤️😘

A big thank you to Steve Rosansky, CEO of the Newport Beach Chamber of Commerce, for consistently bringing incredible sp...
03/05/2026

A big thank you to Steve Rosansky, CEO of the Newport Beach Chamber of Commerce, for consistently bringing incredible speakers and meaningful conversations to the Wake Up Newport events.

These mornings are more than networking—they’re about strengthening the leadership and business community that makes Newport Beach such a special place to live and work. Grateful to be part of a chamber that continues to elevate the conversation and bring leaders together. 👏

Thanks Annette Malinowski, 1st VP of Membership.

Call us 949-769-7009
The Sterling Insurance & Financial Group





Focus one of my greatest strengths. When I lock in, things happen. 💫This month is about clarity, discipline, and purpose...
03/05/2026

Focus one of my greatest strengths. When I lock in, things happen. 💫
This month is about clarity, discipline, and purpose. I’m stepping into it with faith, vision, and determination. I already know it’s going to be an amazing month.
Let’s go. ✨

Happy 24th Birthday to my son, Josh. 🎉From watching you step into manhood with strength and humility… to standing in the...
03/02/2026

Happy 24th Birthday to my son, Josh. 🎉

From watching you step into manhood with strength and humility… to standing in the crowd at the 2023 TCU Spring Game, seeing the discipline, focus, and brotherhood on that field — what a full-circle moment.

That day at Amon G. Carter Stadium wasn’t just about football. It was about commitment. Preparation. Leadership. Watching the energy of the TCU Horned Frogs reminded me that greatness is built long before the lights come on.

Josh, you embody that same quiet confidence and work ethic. 24 looks strong on you. I’m proud of the leader you’re becoming, the discipline you carry, and the legacy you’re building.

Keep your faith first.
Keep your standards high.
Keep running your race.

Happy Birthday, my son. The best is still ahead. 🏈✨

My beautiful mom, RJ…Mamá Rosita. 🤍I didn’t get the chance to say goodbye in July 2025, but I hold on tightly to every l...
02/28/2026

My beautiful mom, RJ…Mamá Rosita. 🤍
I didn’t get the chance to say goodbye in July 2025, but I hold on tightly to every laugh, every hug, every memory. Your love still carries me, and I trust that God is holding you close until we meet again. Miss you more than you’ll ever know🙏❤️🕊️

“The Lord is close to the brokenhearted and saves those who are crushed in spirit.” — Psalm 34:18

Forever my mom. Forever my heart. 🤍🌹

FaithAndFamily UntilWeMeetAgain

Address

4000 MacArthur Boulevard, East Tower Suite 600
Newport Beach, CA
92660

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Patty Contreras posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Patty Contreras:

Shortcuts

Share

Category