Pat Kerfoot is the Principal Owner of Kerfoot Financial Services. He has been working as a retirement income adviser for over twenty years and has extensive expertise in creating income generating strategies.
As an Investment Advisor Representative and as a Certified Financial Planner, Mr. Kerfoot’s approach to retirement planning is Fiduciary Driven! He holds professional designations as a Chartered Life Underwriter, Chartered Financial Consultant and as a Certified Financial Planning practitioner.
Mr. Kerfoot has helped many clients navigate retirement land mines. In many circumstances utilizing a strategy of a precise allocation of insured guaranteed growth and income programs to solve the problem of keeping your money safe, while providing reasonable growth and providing an income stream you cannot outlive.
Mr. Kerfoot 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.
Mr. Kerfoot has clients throughout the Western states including, Nevada, Arizona, California, Utah, Oregon, Washington and Idaho.