POST FALLS WEALTH MANAGEMENT TEAM
Contact Us Now
Address:
1869 E Seltice Way #128
Post Falls, ID 83854
Phone:
Direct: (702) 684-7598
MEET THE WEALTH MANAGEMENT TEAM
Pat Kerfoot CLU, ChFC, CFP®
Financial Freedom Coach

Pat can be reached at:
Email: pat.kerfoot@ameriflex.com
Direct Line: 702-684-7598
CA Insurance Lic: OD61367
Mr. Kerfoot has embraced financial planning throughout his 23 year career in Financial Services. He is a Certified Financial Planning Professional (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU® ) and holds FINRA Series 63 securities license.
A graduate of Gonzaga University (Spokane). Pat earned a Bachelor’s in General Studies and a Master of Arts, with a foundation in education and lifelong learning. He has dedicated his career to helping people navigate the challenges of financial and retirement planning.
As a Certified Financial Planner® professional, he has worked with individuals, families and business owners helping them Implement strategies that bring clarity, stability, and confidence in achieving their financial and retirement goals. His fiduciary-driven philosophy emphasizes transparency and education, empowering clients to make informed decisions for their future.
He lives in Rathdrum, Idaho with Mary, his wife of 24 years, and their two dogs: Sierra, a German Shepherd, and Duke, a Border Collie mix.

Favorite childhood memory: Family vacations at Lake Tahoe and exploring the Northern California coast.
Hobbies: Outside of work, I enjoy golf, reading history, and spending time with my family exploring the beautiful Pacific Northwest.
Passions: Faith and Family is at the heart of my life.
Family life: He lives in Rathdrum, Idaho with Mary, his wife of 24 years, and their two dogs: Sierra, a German Shepherd, and Duke, a Border Collie mix.
Favorite quotes: “I shall pass this way but once; any good, therefore, that I can do or any kindness I can show to any human being, let me do it now. Let me not defer nor neglect it, for I shall not pass this way again.” – Emerson

