Contact Your Daiily Money Manager:



Patty Shandra

(559) 827-2142


Email: 

info@cksbaldmm.com

Our Manager

With over 30 years of experience...

Meet Patty.  


Patty Shandra has over 30 years’ experience in the banking industry. She takes pride in her ability to understand her clients and then solve their financial issues.



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Patty Shandra

 

Patty Shandra has 30 years’ experience in the banking industry. Since leaving banking, she wanted to find a way to reach out and help people with the many time-consuming and confusing issues they encounter every day. After discovering the field of daily money management, she knew she had found a perfect fit.

 

Patty takes pride in her ability to understand her clients and then solve their financial issues. Her personal experiences with family have made her especially sensitive to the needs of aging but very active parents.