Financial Advocates Investment Management -Northern California is a Retirement Plan & Wealth Management Consulting Firm, with more than 50 years of combined financial services experience. We assist Plan Fiduciaries, Investment Committees and Human Resource professionals in meeting ERISA's high standards of personal and corporate responsibility related to their Retirement Plans.
2267 Lava Ridge Court, Suite 105
Roseville, CA 95661
Private Wealth Manager
Patrick Gainer is a retirement plan advisor with more than 25 years of experience in the financial services industry. He began his career with a professional money management firm that served large pensions, endowments, and high-net-worth individuals..
Mike Naki started in the Defined Contribution and Defined Benefit business in 1985. He began his career with a major insurance company, where he learned many aspects of the financial services industry. After eight years of service on...
ABOUT FINANCIAL ADVOCATES INVESTMENT MANAGEMENT (FAIM)
Financial Advocates Investment Management (FAIM) is an SEC registered investment advisor firm and a subsidiary of Financial Advocates LLC. FAIM advisers provide investment advice, guidance, and financial planning services to their clients. FAIM advisers manage over $2.6 billion in assets as of June 30, 2017, in addition to providing Fiduciary Plan Advice to retirement plans.
Financial Advocates, LLC provides advisor support services to Patrick Gainer and Michael Naki including, but not limited to: compliance, accounting, business operations, business development consulting, marketing, IT consulting, and virtual assistance.
ABOUT FINANCIAL ADVOCATES
Financial Advocates is more than a company name. We are a sincere advocate for a way of doing business that is honest, respectful and directed entirely toward the goal of creating and maintaining successful partnerships. Financial Advocates, LLC provides leadership in the financial advice market and advisors. The Company provides comprehensive services to financial advisors, financial institutions and fiduciary plan consultants. FA’s clients enjoy intensive transition support, followed by practice management, guidance, coaching and training, regulatory compliance guidance and support, IT support, and investment management. FA provides services to more than 200 independent financial advisors, 12 banks and credit unions, and more than 100 support staff. Affiliated advisors provide guidance and service to investors. Assets served that are held though LPL Financial, Fidelity, Schwab, TD Ameritrade exceed $6.8 billion as of June 30, 2017.
Financial Advocates and its affiliates have 27 home office employees with its primary office in Olympia, WA. For more information, please visit www.financialadvocates.com