Patti Fagan, an award-winning financial coach and retirement planner, is a sought-after speaker on Women, Money and Retirement. She has owned and operated an independent insurance and financial services agency for ten plus years, and has helped hundreds of women achieve financial security for their retirement years.
Patti is also a four-time award winner for financial coaching for successful, professional women, and the proud Best-Selling co-author of Super Charge Your Success. She is a native to Northern California, and alumni of The American College for Insurance and Financial Planning.
Patti is a seasoned insurance advisor since 2006, and has taught employee benefit workshops for hundreds of hard-working Americans, helping women and families create a financially secure retirement. Over the last decade, she has been one of only a handful of advisors who are certified and authorized to provide retirement planning services within California public school districts. She works with school teachers in Cal-STRS (CA State Teachers Retirement System) to help them maximize their retirement income.
Her client list includes:
Monterey Peninsula Unified School District
Scotts Valley Unified School District
Santa Cruz City Schools District
Live Oak School District
Pacific Grove School District
Redwood City School District
Pajaro Valley Unified School District
Fremont Unified School District
Santa Clara School District
Social Security Administration of Salinas
As an advocate for women’s issues she supports Women Who Care, the fundraising arm of Meals on Wheels of the Monterey Peninsula. She also supports Mercy Multiplied (formerly Mercy Ministries) a non-profit organization that rescues teenagers and young women from devastating life situations such as homelessness, abuse, prostitution and sex-trafficking.
As a financial coach, blogger and writer, Patti is on a mission to empower women with their money relationship because she wants women to be financially secure, both now and in their retirement years.