Patti Fagan Financial & Insurance Services

CONNECT

Address:

2100 Garden Road, Suite C307
Monterey, CA 93940

Phone:

(831) 641-7127

Fax/Other:

(408) 317-1865

Our Mission

Women & Money

Women face unique financial challenges in retirement that men do not.

The majority of women feel a lack of confidence with money, but studies show they are eager to learn better financial management.

Yet, they've been underserved by the financial services industry. Until recently, communication from investment firms, banking institutions and insurance companies have maintained a male-centric focus, which puts off women. Not just clients, but female advisors as well.

I'm here to change all that by helping women increase their financial literacy and showing them how to create a plan, so they don't outlive their money in retirement.

 

My mission is to bring financial peace of mind to everyone I touch.

 

 

 

CONNECT WITH PATTI:

Phone: (831) 641-7127

FAX: (403) 317-1865

Email: patti@pattifagan.com