The CWM family is a team of professionals dedicated to helping you make smart money decisions so that your taxes, investments, insurance, and estate plans are all working in unison to achieve the goals and the lifestyle you desire.

Our strategies are designed to help you reach your financial dreams, giving you a greater assurance of thriving in retirement. We are dedicated and proactive in our commitment to providing integrity and excellent service to you. 

We love helping people succeed and making complex things simple. We do this by building a plan that will work no matter what the economy does. Our goal is to make your goals happen.

Patrick Egan CFP®

Financial Advisor, Certified Financial Planner™

Patrick is co-founder of Coordinated Wealth Management.  He is a graduate of the University of California Los Angeles with a B.A. in Business-Economics.  For the past twenty-two years, Patrick has been a licensed series 7 securities broker, securities principal, investment advisor representative, licensed and practicing tax preparer and later an insurance agent.

Six of those years included invaluable experience as a compliance officer for Western International Securities.  He specializes in investment and insurance strategies and products and brings comprehensive financial knowledge to the firm as a Certified Financial Planner (CFP®).

Patrick is married with two beautiful daughters. His interests include spending time with his family and traveling with them on local and long-distant road trips.

John Egan CFP®

Financial Advisor, Certified Financial Planner™

John is one of three founders of Coordinated Wealth Management.  For over twenty-five years, he has been helping investors make smart choices about their money. His passion is to assist his clients in reaching their financial goals – no matter what life brings. He has taught hundreds of retirement and investing classes at local colleges and corporations. As a comprehensive financial planner, he chose to specialize in the issues facing retirees and those nearing retirement.

His credentials and licenses include: Certified Financial Planner™ (CFP®), Certified IRA Specialist, Series 7 Securities Broker, Investment Advisor Representative, insurance agent, and CTEC licensed tax preparer.

John is a long-time resident of Glendora with his wife Mary and their three daughters Julie, Carrie, and Katie. His favorite hobby?  Spending time with his four beautiful girls!
 

Spencer Miller CFP®

Financial Advisor, Certified Financial Planner™

Spencer is a graduate of the University of California San Diego with a B.A. in Philosophy with a minor in Economics.  He began his financial career in 2005 and has developed significant knowledge in the integration of the key areas of tax, investment, insurance and estate planning which leads to greater retirement and estate-distribution success.  He is a series 7 licensed securities broker, investment advisor representative, insurance agent, and brings comprehensive financial knowledge as a Certified Financial Planner (CFP®).

Spencer’s interests include music, golf, traveling, photography, politics & philanthropy.  He is currently serving on the board of directors for non-profit Girls in Power and previously on the board of directors for Beyond Shelter (currently called PATH), a non- profit advocacy group for the homeless.

Colleen Falletta

Office Administrator / Manager

Colleen has been part of the CWM team since August of 2016.  She has a background in education, administration, and management.  After starting out majoring in elementary education, Colleen finished up with a business management degree and a minor in economics.  She met her husband Chris at an evening Statistics class at CSULA.  (They’re still trying to figure out the statistics / probability of that!)

Colleen worked as a manager in several different industries through the years, including banking, cable TV, and city government.  While blessed with the privilege of being a stay-at-home mom, she enjoyed doing quite a bit of volunteer work, and she also home-schooled her daughter for 8 years before returning to the workforce.

In her spare time, Colleen enjoys reading, writing, spending time with family & friends, taking walks, and playing with their rescue animals, which include the “world’s sweetest” dog, two very goofy cats (who think they are dogs), and a California desert tortoise (who sleeps half the year)!  

Ilma Egan

Office Administrator

Ilma is the office administrator for Coordinated Wealth Management’s Glendale branch office. 

She holds a bachelor’s degree in civil engineering and has over twenty-two years’ experience reviewing and coordinating tender offer contracts in the oil and gas industry.

For the past two years, she has worked at Coordinated Wealth Management in office operations and administration.

Ilma really enjoys spending time with her family and volunteering in her daughters’ school activities.