Patrick Egan

Financial Advisor

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.

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.