Patti Fagan brings 13 years of experience as an Independent licensed insurance agent, specializing in Medicare and senior benefits.
Patti is also a four-time award winner for financial coaching for baby boomer women, and the proud Best-Selling oo-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, and reduce the risk of high healthcare costs.
Over the last decade, she was one of only a handful of advisors who are certified and authorized to provide retirement planning services within California public school districts. She worked 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) an organization that rescues teenagers and young women from devastating life situations such as homelessness, abuse, prostitution and sex-trafficking.
As a woman of faith, Medicare advocate, business leader, wife and mother, Patti is dedicated to helping you find the best Medicare coverage so you can have peace of mind while you enjoy a financially secure retirement.
I’m Here to Help You!
I’m looking forward to helping you with your Medicare coverage decisions. As an independent insurance agent, I represent all the top-rated insurance carriers in your area.
PLEASE NOTE: I am NOT a captive agent, meaning I don’t represent just ONE company.
Being an independent agent means I represent YOU, the client, and your best interests. NOT the insurance company’s.
My services are FREE. There is no cost or obligation to talk to me.
Call me toll free to get the conversation started: (888) 218-9555.
I look forward to serving you!
How can we help you?
Enter your information below and someone from our office will be in touch with you shortly.