Pat Kerfoot

Pat Kerfoot is the Principal and Owner of Kerfoot Financial Services. He has been working as a retirement income adviser for over twenty-one years and has extensive expertise in creating income generating strategies. He is experienced in utilizing safe money strategies to protect his client’s retirement savings.

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.

Pat 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 an income stream you cannot outlive.

He 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.


  • Chartered Life Underwriter ®
  • Chartered Financial Consultant ®
  • Certified Financial Planner ®
  • Life, Health, and Disability – ID, NV, AZ, WA, ME, VA


  • Income Planning
  • Annuities
  • Personal Risk Management
  • Estate Planning
  • Tax-Free Retirement Strategies

Pat Kerfoot

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