PROFESSIONAL PROFILE
The FPI Group assists high net worth individuals, families and business owners to plan, manage and grow their personal and business assets.
Our wealth management process includes:
- Cost-effective portfolio design and implementation
- Investment and risk management strategies
- Asset protection
- Credit and lending solutions
- Individual and business retirement plan design and implementation
We welcome the opportunity to discuss our services with you in person. For a complimentary consultation please call Carl Ilg at (415) 289-8865 or e-mail: carl_ilg@ml.com.
The FPI Group:
Patrick T. Farley founded this financial consulting practice in 1992. He is a Certified Investment Management Analyst "CIMA®" and a Portfolio Manager, Personal Investment Advisory "PIASM" Program. He received his Economics degree from UC Santa Barbara. Patrick designs and implements our custom portfolio strategies.
Carl C. Ilg joined Merrill Lynch in 2003 after 15 years with State Farm Insurance Companies. He is a Certified Financial Manager (CFM) which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam. He received his Organizational Psychology degree from UC Santa Barbara. Carl consults with clients to clarify their financial objectives and develop personalized wealth management plans.
Matthew J. Larrabure is a registered client associate and a Chartered Retirement Planning Counselor "CRPCSM". He received his Business and Finance degree from Sonoma State University. Matthew provides administrative support including account documentation, transaction processing and client services.
Services include:
- Investment Securities
- Wealth Management Planning (Retirement, Education, Estate, etc.)
- Life Insurance (Term and Whole)
- Annuities (Fixed and Variable)
- Long Term Care
- Home Financing (Mortgages)and Home Equity Lines of Credit
- College Savings/Investment plans including 529 plans
- Business & Individual Retirement Plans (401k, Defined Benefit, SEP, IRA, Roth IRA, etc.)