Patricia Kane (CFP, MBA)

Patricia Kane focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Hourly

Planning Specialties

Holistic Financial Planning, covering personal finance subject matters Retirement Planning Medicare and Social Security Planning Tax Efficient Withdrawal Strategies Investment Planning

Additional Information

Patti is a devoted runner and reader.

Patti is actively involved in both community and social organizations; She presently serves on the board of directors of PLAN of Connecticut and is their investment committee chair. She is also a past President of the College Club of Hartford. Patti also administers the CT Based study group for NAPFA members.

Patti and her husband Steve are the proud parents of two adult daughters. Their older daughter will soon receive her Phd in school psychology. Their younger daughter will soon achieve her doctor in Physical Therapy.


NAPFA Start Date

June 20, 2016


This Office

Call for an Appointment East Hartland, CT 06027 Phone: (860) 712-6839