Our Team

E. Martin von Känel, CFP is the founding member of Patriot Wealth Management. A graduate of the University of California at Los Angeles in 1985 with a degree in Economics and the designation of Certified Financial Planner from the...

Monica Herrera - Director of Operations of Patriot Wealth Management. A graduate of California State University, Long Beach in 1992 with a degree in Finance and a minor in Spanish. Monica has over 25 years of experience in the financial