Pat Kerfoot CLU ChFC CFP

Pat has almost 20 years experience in the Financial Services field. He is a graduate of Gonzaga University where he earned a Master's in Educational Administration. He also holds a Bachelor's with a concentration in History and Education. After a career in private education, Pat found his real passion - educating his clients to achieve a succesful retirement!

Pat has extensive experience in Estate and Personal Retirement Planning. He has worked with individuals and businesses in Las Vegas and throughout  the United States.

He holds professional designations as a Chartered Life Underwriter, Chartered Financial Consultant and as a Certified Financial Planning practitioner.

Pat has received numerous company and industry awards including membership in the Million Dollar Roundtable.. He is a member of the National Association of Insurance and Financial Advisors and has received NAIFA's  National Quality Award. 

Pat is  dedicated to developing lasting relationships with his clients. One of the benefits of working with Pat  is his ability to provide clear, easily understood explanations of financial products and services. His  personalized program employs a detailed strategy to help you achieve a secure financial future.