Breeze Financial, LLC


About Us
"Empowering Clients' Financial Decisions."
Breeze Financial is located in the heart of the Bluegrass in Lexington, KY. Our approach is to understand your individual or businesses needs. Our experience and expertise allows us to give you guidance and direction that is based on each individual or businesses' goals. We believe this provides our clients with a personal service, catered just for them.

Integrity and trustworthiness are both qualities that we take great pride in possessing. We will work with you to meet your specific needs wether it be for heatlth insurance or financial planning assistance. 

Breeze Financial has the experience you can trust for your Individual, Family, or Business. 
Patty Breeze, CLU, CFP
Education, Licensing & Credentials:
  • BA & MA from University of Kentucky
  • Charter Life Underwriter (CLU)
  • Certified Financial Planner(CFP)
  • Investment Advisor Representative
  • Kentucky Licensed Insurance Consultant
  • Series 7 License
  • Series 66 License
Want more Information about Breeze Financial? 

Contact us at:


[email protected]

[email protected]

  1. Patty M. Breeze, CLU CFP
    Patty M. Breeze, CLU CFP
    Patty Breeze is the Owner and President of Breeze Financial, LLC. After her role as a teacher in the Fayette County School sytem, Patty served a 20 year career with Mass Mutual, and then opened Breeze Financial in 2002. She is focused on providing clients with objective information and advice so they can make informed decisions. Patty believes in giving back to the community and serves on several different boards. Her hobbies included: tennis, downhill skiing, traveling with her family and reading.