About Patti...

Hi, I'm Patti, welcome!


Here's a bit of my why...


After spending nearly four decades in various roles within the Financial Services and Corporate Banking industries, most recently as a Financial Advisor, I decided to pursue my passion of Financial Coaching for Women. Understanding that money can be an overwhelming topic for many, I am passionate about creating financial confidence and peace of mind.


I am also a Mortgage Advisor (California market), Certified Executive Coach, Certified Life Coach, hold a Real Estate Brokers license and published author of four books.


Full disclosure, I'm a self-proclaimed chocoholic, I love to read, and the beach is my happy place.


NMLS # 248480



How can a broken heart hurt so much?

I’ll never forget it.  My 18-month-old son was sleeping peacefully upstairs.  My husband sat across from me, staring at the floor.  “I want a divorce.”  It took me a minute to realize I stopped breathing. I felt my world explode.

 In that moment, everything I thought was real was obliterated.  The pain and shock were unimaginable. 

After he left, I wasn’t sure how I was going to get through the next hour, much less the days and months ahead.

Maybe you’re feeling that way right now.  Please know you’re not alone. 

There is hope.  It’s hard to imagine while you’re going through it, but you will survive – and in time, even thrive.

Finding your way through the haze…

How do I know?  Because I’ve been there.  Even though I was comfortable making financial decisions, I was still scared. I was afraid of running out of money, I desperately wanted financial security, knowing that my son and I were going to be okay. It was all I could think about. Even with my background in finance, I still made mistakes...costly mistakes. Out of desperation, I made bad decisions. 

I found a way out and I want to teach this to you. Let me share with you what I discovered, which is allowing me to live a life of fulfillment and joy. I want this for you, too. 


* Be sure to scroll to the bottom of this page to take a peek at my 'why' and what got me out of bed when I didn't want to. My son was 18 months old in the first picture, the year I got divorced.  

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What others are saying...

Laura G.

"Patti is so passionate and puts so much heart into what she does. Patti has always gone way above and beyond when it has come to helping me out - first with my refinance and then in so many other areas. She has been a tremendous resource to me. She truly cares about helping people. Above all, Patti is someone who I can trust to look out for my best interests."

Lynn F.

"Patti has been very instrumental in many facets of my life. From her books to her Zoom classes with special guest speakers she has eased concerns, given direction and provided choices and solutions. She seems to know everyone for just the right class for the concerns that I have had, whether it be health/nutrition, finance or staying positively motivated. Her life experiences have given her much wisdom through the years and I am fortunate to be a recipient! I look forward to referring her services to my clients and friends as well."

Lilia G.

"Working with Patti on a personal and professional level has been a joy! I got to know Patti when she worked in the mortgage industry and guided me through various loan refinances. Patti is proven to be highly knowledgeable, resourceful, motivating, and kind. She has been able to help in my personal and professional life through the wide network she partners herself with to help others in many ways outside of financial coaching. Her resourcefulness connected me with a network of professionals that continue to help in my personal and professional growth.

Shannel S.

"Patti Handy has a passion for teaching and empowering women. She has a big heart and is a true advocate for all people. Her dedication and commitment to making a positive impact in the lives of those around her is truly inspiring. Patti will continue to make a significant difference in the lives of those she works with."

Gail P.

"Patti cares!
1 have been fortunate to have Patti as my financial advisor for the past three years.
Patti is extremely trustworthy, intelligent, knowledgeable, reliable, hardworking and genuinely cares.
As a divorced mother of three now adult children, nearing retirement age, it is very important to me that my financial planning provides a comfortable future in retirement without any responsibility falling on the shoulders of my kids.
I have total peace of mind with Patti guiding me, watching out for me and occasionally giving me the nudge I need to stay on course. I appreciate it all! I know that by listening, learning and working with Patti, I am headed in the right direction.
I'm fortunate to know Patti for more than 45 years prior to entrusting her with managing my financial health.
Hiring Patti is one of the best decisions I have made in my adult life.
1 highly recommend Patti Handy to assist any woman in reaching a bright financial future!"

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