Patrick Farley, Cima®, Cpfa
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Patrick Farley, Cima®, Cpfa Email & Phone Number

Branch Director at RBC Wealth Management at RBC Wealth Management
Location: San Francisco Bay Area, United States, United States 4 work roles 1 school
1 work email found @rbc.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@rbc.com
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Current company
RBC Wealth Management
Role
Branch Director at RBC Wealth Management
Location
San Francisco Bay Area, United States, United States
Company size
6359 employees

Who is Patrick Farley, Cima®, Cpfa? Overview

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Quick answer

Patrick Farley, Cima®, Cpfa is listed as Branch Director at RBC Wealth Management at RBC Wealth Management, a company with 6359 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Patrick Farley, Cima®, Cpfa.

Patrick Farley, Cima®, Cpfa previously worked as Branch Director at Rbc Wealth Management and Managing Director, Senior Portfolio Manager at Rbc Wealth Management. Patrick Farley, Cima®, Cpfa holds Bachelor'S Degree, Economics from University Of California System.

Company email context

Email format at RBC Wealth Management

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*@rbc.com
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AeroLeads found 1 current-domain work email signal for Patrick Farley, Cima®, Cpfa. Compare company email patterns before reaching out.

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Profile bio

About Patrick Farley, Cima®, Cpfa

Consistently named to Forbes "Best-in-State Wealth Advisors" and AdvisorHub's "Advisors to Watch" list.Managing Director/Senior Portfolio Manager Patrick T. Farley founded his financial consulting practice in 1992. He holds the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School of Business, and is also a Certified Plan Fiduciary Advisor. Patrick received his degree in Economics from the University of California at Santa Barbara.* Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. *Source: Forbes "Best-in-State Wealth Advisors" list, February 2019. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Listed skills include Wealth Management, Investments, Asset Allocation, Retirement Planning, and 2 others.

Current workplace

Patrick Farley, Cima®, Cpfa's current company

Company context helps verify the profile and gives searchers a useful next step.

RBC Wealth Management
Rbc Wealth Management
Branch Director at RBC Wealth Management
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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Company profile
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4 roles

Patrick Farley, Cima®, Cpfa work experience

A career timeline built from the work history available for this profile.

Branch Director

Current
Rbc Wealth Management

Marin County, California, United States

May 2020 - Present

Managing Director, Senior Portfolio Manager

Current
Rbc Wealth Management

Greenbrae, CA

Aug 2019 - Present

First Vice President, Portfolio Manager

Smith Barney

Larkspur, CA

Jul 1993 - Mar 2001
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

JM Jill Mcentee Jill Mcentee Colleague at Rbc Wealth Management Seattle, Washington, United States, United States View → JS John Summers John Summers Colleague at Rbc Wealth Management Seattle, Washington, United States, United States View → RP Randall Peteros, Cfp®, Ricp®, Wmcp® Randall Peteros, Cfp®, Ricp®, Wmcp® Colleague at Rbc Wealth Management Greater Hartford, United States View → JE Jason Easton Mba Cfp Cim Fma Fcsi Jason Easton Mba Cfp Cim Fma Fcsi Colleague at Rbc Wealth Management Victoria, British Columbia, Canada, Canada View → AH Alex Henderson Alex Henderson Colleague at Rbc Wealth Management Minneapolis, Minnesota, United States, United States View → DS Dean Sorantino Dean Sorantino Colleague at Rbc Wealth Management Princeton, New Jersey, United States, United States View → SG Samantha Gotel Samantha Gotel Colleague at Rbc Wealth Management St. Brelade, St. Brelade, Jersey, Jersey View → MB Martin Bagshaw Martin Bagshaw Colleague at Rbc Wealth Management London, England, United Kingdom, United Kingdom View → CS Crockett Stearns Crockett Stearns Colleague at Rbc Wealth Management Eugene, Oregon, United States, United States View → GF Gabriel Félix Prasman Gabriel Félix Prasman Colleague at Rbc Wealth Management Canada, Canada View →
1 education record

Patrick Farley, Cima®, Cpfa education

  • University Of California System
    University Of California System
    Economics
FAQ

Frequently asked questions about Patrick Farley, Cima®, Cpfa

Quick answers generated from the profile data available on this page.

What company does Patrick Farley, Cima®, Cpfa work for?

Patrick Farley, Cima®, Cpfa works for RBC Wealth Management.

What is Patrick Farley, Cima®, Cpfa's role at RBC Wealth Management?

Patrick Farley, Cima®, Cpfa is listed as Branch Director at RBC Wealth Management at RBC Wealth Management.

What is Patrick Farley, Cima®, Cpfa's email address?

AeroLeads has found 1 work email signal at @rbc.com for Patrick Farley, Cima®, Cpfa at RBC Wealth Management.

Where is Patrick Farley, Cima®, Cpfa based?

Patrick Farley, Cima®, Cpfa is based in San Francisco Bay Area, United States, United States while working with RBC Wealth Management.

What companies has Patrick Farley, Cima®, Cpfa worked for?

Patrick Farley, Cima®, Cpfa has worked for Rbc Wealth Management, Merrill Lynch Wealth Management, and Smith Barney.

Who are Patrick Farley, Cima®, Cpfa's colleagues at RBC Wealth Management?

Patrick Farley, Cima®, Cpfa's colleagues at RBC Wealth Management include Jill Mcentee, John Summers, Randall Peteros, Cfp®, Ricp®, Wmcp®, Jason Easton Mba Cfp Cim Fma Fcsi, and Alex Henderson.

How can I contact Patrick Farley, Cima®, Cpfa?

You can use AeroLeads to view verified contact signals for Patrick Farley, Cima®, Cpfa at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Patrick Farley, Cima®, Cpfa attend?

Patrick Farley, Cima®, Cpfa holds Bachelor'S Degree, Economics from University Of California System.

What skills is Patrick Farley, Cima®, Cpfa known for?

Patrick Farley, Cima®, Cpfa is listed with skills including Wealth Management, Investments, Asset Allocation, Retirement Planning, Portfolio Management, and Alternative Investments.

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