07/30/2026
Knowledge is power—and empowering women through education is one of the best investments we can make.
Several of the women of the Rotary Club of Concord-Diablo were proud to attend Women, Wealth & Wisdom in support of our member and Past President, Trish Ramirez | Money Mindset Coach for Women , who served as one of the event’s distinguished panelists.
As Founder and President of Ramirez Wealth Management Inc., Patricia has spent more than 35 years helping women, families, and business owners build, protect, and transition wealth. She is especially passionate about supporting women through life’s financial transitions and empowering them with the knowledge and confidence to make informed decisions. Her leadership and expertise continue to make a meaningful impact both professionally and in our community.
Hosted at Wendy Moore’s beautiful home, the evening was made even more special by her warm hospitality, creating the perfect setting for meaningful conversations, learning, and connection.
Patricia was joined by an outstanding panel of professionals:
✨ Wendy Moore, Realtor, with Christie’s International Real Estate Sereno, shared her expertise on navigating the East Bay real estate market and achieving homeownership with confidence.
🏡 Kelly Franco, Home Mortgage Consultant, provided valuable guidance on simplifying the home financing process and understanding today’s lending opportunities.
⚖️ Jessica Ward, Trust & Estate Attorney, offered practical insights into estate planning, helping attendees better understand how to protect their assets and plan for the future with clarity and compassion.
Together, these accomplished professionals created a welcoming space for honest conversations, practical financial strategies, and actionable guidance to help women make confident decisions about their financial futures.
We extend our sincere thanks to Wendy for graciously opening her home and to all of the panelists for sharing their time, expertise, and passion for empowering women. We are especially proud of Patricia for representing our Rotary Club with such professionalism and heart.