Patti Fagan Financial & Insurance Services

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Address:

2100 Garden Road, Suite C307
Monterey, CA 93940

Phone:

(831) 641-7127

Fax/Other:

(408) 317-1865

About Patti Fagan

Patti Fagan brings twelve years of experience as an Independent licensed insurance agent, specializing in Medicare and senior benefits.

She is also a three-time award-winning financial coach for baby boomer women and the proud co-author of the best-selling book, Supercharge Your Success. She is a native to Northern California, and an alumni of The American College for Insurance and Financial Planning.

Patti is a seasoned advisor, having taught over 100 seminars, helping school teachers and hard-working Americans create a financially secure retirement, which includes minimizing healthcare costs.

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 the Cal-STRS system (CA State Teachers Retirement System) to help them maximize their retirement and healthcare choices.

 

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) and Terri Savelle Foy Ministries, two non-profit Christian organizations that rescue young women from devastating life situations, including sex-trafficking.

 

As a woman of faith, trusted advisor, wife and mother, Patti is dedicated to helping you create a financially secure retirement so you don't outlive your money.

To view Patti's professional resume, please visit her LinkedIn profile:

Patti's LinkedIn Profile

 

I’m Here to Help You!

There is no cost or obligation to get answers to your questions.

Call me! 831-641-7127

 

I’m a member of the following organizations:

National Association for Medicare Supplement Insurance
National Association of Insurance & Financial Advisors

American Association for Long Term Care
National Association of Health Underwriters
Association for Financial Counseling and Planning Education
International Association of Women in Business Coaching
Carmel Women's Club
Professional Women’s Network of the Monterey Peninsula

Shoreline Community Church, Monterey, CA

 

Find me on your favorite Social Media

You can also find me on Facebook, Instagram, Twitter, Pinterest and LinkedIn.

Thanks for visiting! I can’t wait to get to know you!

 

Contact me to request an appointment:

Phone: (831) 641-7127

Email: patti@pattifagan.com

Or submit your request via the Contact Form on this website.

 

I look forward to serving you!

Patti Fagan