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Understanding the entrepreneurial mind and knowing the philanthropy world from the inside gives this financial advisor and her clients a competitive edge.

United statesSan franciscoPacific palisadesPatricia dunnWitter reynoldsHernan diaz pulitzer prize winningBeth scanlanHaas school of businessEainvest incMorgan stanleyUniversity of californiaTop women advisorsBest in state women advisorsBest in state wealth management teamsBest in state wealthSouthern california