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Patti Lerch

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Patti Lerch came to us from the field of engineering, bringing with her an enviable ability to sort, analyze and solve problems.  Licensed in Life, Health and Annuities, as well as Securities Licensed with a 65, an Investment Advisor Representative, an Elite IRA Advisor with Ed Slott, and trained in Estate Planning by the Estate Planning Source, Patti's knowledge, with her background in solving problems, has made her the "go to" person for clients.

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.

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Why Join FFE ?

The Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!

THE PATH TO YOUR FINANCIAL SUCCESS STARTS HERE!
1 Easy online registration form
2 Free Training Videos with FFE On Demand
3 Free One On One Private Messaging with your very own Personal Financial Coach
4 Stay in the know with the most current news and blogs dealing with personal finances
5 Receive real time notifications about upcoming classes being taught in your area
6 Take control of your finances through unbiased fiduciary education from a Certified Financial Fiduciary®
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