Patrick Farley, Cima®, Cpfa Email & Phone Number

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.

• 

  University Of California System

  Economics