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Patricia A. Koehn, CFP

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PATRICIA A. KOEHN, CFP is Principal and President, Koehn Financial Group, Inc., an independent, fee-based financial planning firm that specializes in wealth management, retirement planning, and legacy strategies.  As a certified financial planner, Pat has more than 34 years experience serving clients.  She is the co-author of MAKING THE MONEY LAST, Financial Clarity for the Surviving Spouse, is a financial columnist, frequent speaker, and an alumni of Leadership America.  Her mission is to assist her clients to attain, perpetuate, and preserve financial independence.

Securities and advisory services offered through The Strategic Financial Alliance, Inc.(SFA), member FINRA, SIPC. Patricia Koehn is a registered representative and an investment advisor representative of SFA, which is unaffiliated with Koehn Financial Group, Inc.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck