(800) 689-4851
Locate a Speaker
Patricia Schiappa
495 Washington St. Unit 1
Norwell, MA 02061
Other States Served: FL, NJ, NH, CT
Financial, Mortgage, Other
Workshops Offered:
Exploring Your Options for a Quality Retirement, Getting Your Financial House in Order, Maximizing the Right Mortgage Strategies in Today's Market, Reverse Mortgages, Strategies for a Sustainable Income in Retirement, Women Approaching Retirement and Beyond
About Me:
Patti began her career with the HECM in 2004, as she learned, alongside her dad, about the advantages the HECM program has to offer. Impressed by what she learned, she set out to make a career of helping retirees navigate their options; particularly with regards to existing home equity. Learning that incorporating Housing Wealth into retirement planning, the quality of retirement can greatly improve.
Working tirelessly with financial planners and retirement experts, Patti has developed a “team approach” when working with customers. “It is important for me to understand many aspects of retirement, to guide folks in the right direction”. Whether the decision is to sell and “rightsize” into a new home, or choose to stay where you are, Patti has the experience and expertise to help you utilize YOUR housing wealth to improve the quality of your retirement years.

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

Download the Information Packet to learn more about SOFA >>>