Trusted Financial Advisor

Mr Patrick M Egan CFP

Mr Patrick M Egan CFP

Coordinated Wealth Management

3430 Ocean View Blvd., Suite E, Glendale, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$100,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Investment Management, Retirement Income Management, Risk Management, Tax Planning, Tax Preparation, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor