Understanding Today’s Financial Environment
Welcome to Financial Advocates Investment Management - Northern California.
With more than 50 years of combined financial services, experience our firm specializes in providing comprehensive retirement plan consulting, executive benefits and private wealth management to clients throughout the United States.
As investment advisor representatives we strive to provide high-level Retirement Plan Consulting & Wealth Management. We help our Plan Sponsors and individual investors work towards improving their potential investment opportunities and ultimately towards the goal of financial security.
Our resources and experienced Consultants at Financial Advocates Investment Management demonstrate our commitment to providing a premier level of service to our client base.
These services include:
Institutional Retirement Plan Services - By integrating fiduciary assistance, participant education, and investment advice and strategies, we are able to provide customized solutions to our plan sponsors.
Executive Benefits - We help plan sponsors develop a smooth integration of qualified and non-qualified plans to attract, retain, and motivate exceptional executives.
Participant Resources - Access to useful tools to help you plan for your future.
Private Wealth Management - Our Independent fee-based advisors work with corporate executives, affluent individuals and families to help them reach their financial and retirement goals.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (916) 757-6935.
DESIGNATIONS & AWARDS
|Patrick G. Gainer with Financial Advocates Investment Management – Northern California, is proud to be among the first investment advisors nationally to successfully complete the independent certification process of IMCA – The Investment Management Consultants Association. IMCA offers the only financial services credential accredited by the American National Standards Institute: The Certified Investment Management Analyst (CIMA) certification.||Financial Advocates Investment Management – Northern California, is set apart from other advisors by meeting the rigorous professional standards and testing in all areas of retirement plans and retirement planning from the College of Financial Planning. This certification affirms their skill and knowledge to recommend, install, and maintain comprehensive customized retirement plans.|
Patrick G. Gainer with Financial Advocates Investment Management– Northern California, is proud to be among the first investment advisors globally to successfully complete the independent certification from the Centre for Fiduciary Studies. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
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Critical Estate Documents
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Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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