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.