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.

​

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, a non-profit Christian organization that rescues young women from devastating life situations, including sex-trafficking and teenage prostitution.

 

As a woman of faith, trusted advisor, wife and mother, Patti is dedicated to helping you make sense of Medicare so you can choose the best option and achieve peace of mind. To view her blog posts and other Medicare content, visit her website at www.MontereyMedicare.org.