Beth Patricio's Bio

Whether you are looking to purchase or refinance, Beth will work hard to ensure that you get a loan program tailored for your specific needs. With 35 years of experience in banking and finance, Beth’s background and expertise work together to provide a comprehensive approach to aid your financial goals in the real estate market. You can relax knowing you will be well taken care of with the assurance that Beth will ALWAYS strive to provide service that exceeds customer’s expectations. She knows communication is the key element in creating peace of mind throughout the loan process and is committed to giving each client ongoing outstanding communication. Beth understands loan guidelines, ranging from state to state and varying, complex programs, including First Time Homebuyer loans, Down Payment Assistant programs, and VA loans, to name a few.


Beth began her career in banking in 1981 and has helped thousands of people navigate through many economic conditions to meet their financial goals. Starting as a teller at Bank of America in the Los Angeles area, she quickly worked her way upholding the positions of Branch Manager and Financial Advisor at another major bank, and eventually opened her own Financial Investment company. Beth’s desire is to give people peace of mind around their finances. She has even developed and led seminars to assist people in recognizing their individual blocks to financial success.


Beth moved to the Sacramento area in 2000 with her family and joined the Folsom Lake Kiwanis shortly afterward, serving as Treasurer for several years. Still a member of the club, Beth is passionate about working in the community, supporting fundraisers for scholarships and youth programs.