Peter Patag

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #4139186, KY, OR, TX, VA

Phone 661-316-8000

320 James Way Ste 250
Pismo Beach, CA 93449

Peter Patag

State(s) Licensed:   CA Insurance Lic. #4139186, KY, OR, TX, VA

Composing Your Financial Strategy

Creating a financial strategy is a lot like composing a great piece of music. There are many different elements that need to be perfectly combined to make up a song that you could listen to over and over. When we work together, we will identify all the elements necessary to make the perfect financial strategy for you and your goals. I like to think of each of the following like the different instruments that come together to make the music that is just right for you: 

  • Protecting your income and assets 
  • Optimizing your guaranteed income in retirement 
  • Maximizing tax efficiency to impact your legacy 

Come down to the office and we can take the next step toward creating your financial strategy. I will ensure that we compose the perfect team to meet your needs.  


To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Pismo Beach Office



M – F: 9 a.m. – 5 p.m.