FOUNDER / CEO
With more than three decades of experience in the financial services industry, Pat Moran continues to enjoy fulfilling his lifelong calling of helping others pursue financially healthy lives.
Having managed hundreds of millions of dollars and knowing the business inside and out, Pat believes there is a better way, not only for the agent, but for the client, to pursue financial success. He steers clear of the traditional fee-based managed money. Instead, he focuses on a tailored approach to clients’ income strategies, prioritizing their life goals through a variety of financial products.
Pat believes financial education is the most important factor in driving action and positive change in people’s lives. At Healthier Money, I believe everyone should be able to live the financial life they deserve. I will help you create a custom strategy to carry you into a healthier financial future.
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