Patricia Buchholtz
CHIEF COMPLIANCE OFFICER | PARAPLANNER | PARTNER
Patricia Buchholtz is the Chief Compliance Officer and a Paraplanner at Eclectic Associates. As CCO, she leads the firm’s compliance efforts, ensuring alignment with all Securities and Exchange Commission regulations. Her work helps safeguard both the firm and its clients, maintaining a culture of integrity and accountability. In her paraplanning role, she assists advisors with client paperwork as needed.
With a background in the medical field and 15 years of experience in financial services, Patricia brings a unique blend of analytical rigor and care to her work. She values the opportunity to support clients directly. She is especially proud of moments when she can help simplify complex situations, like the time she assisted a new widow in organizing over 40 scattered accounts.
Patricia lives in Fullerton with her husband, Ben. She enjoys reading, traveling, and cheering on the University of Texas and USC football teams. Some of her favorite ways to relax are visiting her son in Washington, D.C., taking European river cruises, and watching The Amazing Race.
EDUCATION AND DESIGNATIONS
B.A., Physiological Psychology, University of Southern California
M.S., Physician Assistant Studies, Baylor College of Medicine