Potentia Wealth

We spend much of our adult lives creating our family’s financial health and well-being. Providing for our kids and their education. Simultaneously, securing our retirement. Then somehow suddenly, what was a far-off point on the horizon becomes close enough to actively consider: How do we transfer our wealth to our kids and future generations?

We are continuing to celebrate #WomensHistoryMonth by honoring the women of Potentia. We are pleased to introduce Rachita Wadhwa, a CPA and the Director of our Potentia Tax division. Rachita works with a passion for what she does and strives to be a catalyst to add value to others by putting her skills and expertise to the maximum. Words like Taxation, Accounting, Finance, Auditing, Strategy & Operations make her smile. "I am an avid reader and love spending time with my family and planning vacations to check off my bucket list! Thanks, Rachita, for all you do!

This is Crystal Cervantes, our Client Concierge at Potentia Wealth, and she's next up as we highlight our incredible team of women for #WomensHistoryMonth. Your family’s well-being is at the center of everything we do at Potentia. In her role as Client Concierge, Crystal draws on her degree from Sacramento State University and her career experiences in customer service, but as much as anything her family life prepares her for helping you. " I’m a wife, a mother of two, the c...hief dog walker to Bear (our French bulldog puppy) and an avid Oakland A’s fan. If I had any spare time, I would use it to read or paint. But I don’t have a lot of spare time and you probably don’t either. So, you can count on me to understand how busy you are and how urgent your need may be. You can count on me to be the one who answers the phone when you call. And you can depend on me to find ways to make your Potentia experience convenient for you." Thank you Crystal!

While we are all experiencing unprecedented pandemic-related challenges, our team at Potentia is adopting #ChooseToChallenge as a way to commit ourselvesmore deeply than everto the financial health and well-being of the women we serve. Hear more from our team on how they are personally taking on the #ChooseToChallenge theme this #WomensHistoryMonth

As we continue to celebrate #WomensHistoryMonth by highlighting the women of Potentia, we'd like you to meet Sarah Maloney, our Operations Administrator. When she joined Potentia, Sarah immediately connected to the heart of the company. She has a passion for managing accounts and knows what it takes to provide exemplary service. On her days not in the office, Sarah volunteers her time at Sacred Heart Community Service. She also enjoys cooking and spending time with her husband, Jeff, and their Morkie, Cyrano. Thank you, Sarah, for all that you do!