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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 Estate and Legacy Planning

Additional Information

Patti is a devoted runner and reader.

Patti and her husband Steve are the proud parents of two adult daughters. Their older daughter is a doctor of school psychology. Their younger daughter is a doctor of physical therapy.

 

NAPFA Start Date

June 20, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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