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Peter Patag

Advisor Image
Peter Patag
Associate
.
Part of the Coastal Financial Group practice
320 James Way Ste 250
Pismo Beach, CA 93449
About Peter Patag
About Peter Patag

    Serving as a Financial Advisor is a lot like being a music producer or composer. If you think about your favorite song, there are many elements that make up what you love about it. It is comprised of different instruments, sounds, and lyrics. On their own, each instrument, sound, or word carries some meaning or value. When they are brought together, it creates the perfect combination of each of those elements – a blend of melodies, harmonies, lyrics, and rhythms the make up your favorite song.  


    I employ that same approach in our work together. We will identify your investment objectives, risk tolerance, and time horizons to craft the right financial and insurance solutions for you. Each product and solution have its place, just like the different instruments in your favorite song. We will work together to compose a plan that brings all the different strategies, products, and concepts together to create the perfect plan for you and your needs.  

My qualifications
  • Bachelors of Finance, California Polytechnic State University at San Luis Obispo
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • California(Insurance Lic. #4139186)
  • Kentucky
  • Oregon
  • Texas
  • Virginia

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
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Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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Office location
Office Location
Pismo Beach Location
320 James Way Ste 250
Pismo Beach, CA 93449
Phone805-515-3314Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations