Patrick Joseph (PJ) Haggerty, FSCP®

Financial Advisor

With over 13 years of experience in the financial industry, PJ Haggerty brings a wealth of knowledge and a genuine passion for helping clients secure their financial futures. PJ is deeply committed to making the financial planning process as approachable and stress-free as possible.  He launched his career in 2012 with Franklin Templeton Investments, where he honed his expertise in investment management and financial planning. 

Patrick earned the FSCP® (Financial Services Certified Professional) designation and holds the FINRA series 6, series 7, series 63, and series 65 licenses offering clients a broad range of financial services, from investment advice to retirement planning. He graduated with a Bachelor of Science degree from California State University, Fresno, which laid the foundation for his career in finance.

Patrick’s approach is simple: he believes financial planning should be an ongoing conversation, not a one-time event. He works closely with clients to build plans that aren’t just about numbers but about real-life goals—whether that’s a worry-free retirement, saving for education, or achieving financial independence.  He understands that everyone’s financial situation is unique, and his focus is always on building long-term relationships and offering thoughtful, personalized guidance.

Outside of his professional life, Patrick lives in Roseville, California, with his wife and two children. He’s an accomplished national bowler with a love for the sport, regularly competing in events around the country. His clients appreciate not only his financial expertise but also his warm, approachable personality and his commitment to making their financial journeys as smooth as possible.