About Us

About Patti Fagan

Patti Fagan is an Independent Licensed Insurance Agent and a three-time Award-Winning Financial Coach.

She is also 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, serving since 2006, teaching over 100 seminars, helping school teachers, 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 and insurance services within California public school districts, where she worked with school teachers in Cal-STRS (CA State Teachers Retirement System) to help them maximize their retirement and healthcare choices.

Patti's 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

Why I'm so passionate about Women & Retirement

As a young girl, I watched my grandmother struggle financially after my grandfather left her for a younger woman. She raised thirteen children and never worked outside the home, which meant she had no assets, no savings and no retirement income other than Social Security. She had to go into a nursing home due to serious health complications, which could have been avoided had she had better healthcare. She died at the young age of sixty-eight. Unfortunately, my grandmother’s situation is not unique. For baby boomer women, living impoverished at some point in retirement is a common plight, according to statistics. What I learned by watching my grandmother was that not having access to quality healthcare robs you of your dignity.

By providing Medicare Supplement solutions, I’m doing my part to ensure that all seniors get access to quality healthcare at a time when they may need it most.

 

As an advocate for women’s issues, Patti supports Women Who Care, the fundraising arm of Meals on Wheels of the Monterey Peninsula.

Patti 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 such as sex-trafficking.

I’m Here to Help You!

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

Call me! 831-641-7127

 

I’m a member of the following organizations:

Association for Financial Counseling and Planning Education
American Association for Medicare Supplement Insurance
National Association of Insurance & Financial Advisors
American Association for Long Term Care
National Association of Health Underwriters
International Association of Women in Business Coaching
Professional Women’s Network of the Monterey Peninsula
Shoreline Community Church, Monterey, CA

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 this website.

 

I look forward to serving you!

Patti Fagan