Patrick Egan CFP®
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.