Patrick Farley, CIMA®, CPFA

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

415-445-8484

Patrick started his career in 1992 with Smith Barney and Citi Global Wealth Management. 

A veteran of four bear markets, Pat has long held that the most effective way to help a client meets his or her financial goals revolves around effective risk management and should not rely on predicting market highs and lows. Patrick helps clients pursue their financial objectives by crafting and managing a personalized strategy designed specifically to meet each individual client’s financial goals. He believes this strategy, combined with a sound asset allocation model and diligent oversight, produces the most effective results over time.

Patrick holds a Certified Investment Management Analyst (CIMA®) designation from Investment Management Consultants Association (IMCA®) through the University of California at Berkeley Haas School of Business and a degree in Economics from the University of California at Santa Barbara.

Carl Ilg, CPFA

First Vice President - Financial Advisor

415-445-8486

Carl joined the FPI Group in 2003 after a 15 year management career with State Farm Insurance Companies. Carl is a Senior Financial Advisor. He consults with clients to clarify their financial objectives and develop personalized wealth management plans. In addition, he manages mortgages, home equity lines of credit, portfolio credit access lines, life and long term care insurance solutions and 401(k) plans. He is also a Certified Plan Fiduciary Advisor and offers our services to business owners to find appropriate retirement plan solutions for their companies. He received his degree in Organizational Psychology from the University of California at Santa Barbara.

Kerry Farley

Associate Vice President - Financial Advisor

415-445-8485

Kerry joined The FPI Group in 2013. With over 25 years of small business consulting and advertising experience, he is well-suited to lead our marketing efforts as well as creating our client appreciation events and seminars. He received his degree in History from the University of California at Santa Barbara.

Matthew Larrabure, CFP®, CPFA, CRPC®

Associate Vice President - Financial Advisor

415-445-8483

Matthew joined The FPI Group in 2008. Matthew is a CFP® (CERTIFIED FINANCIAL PLANNER™) professional. He reviews our client’s individual financial situation including their income, taxes, investments, liabilities and personal goals to help create a personalized plan to achieving their objectives.

In collaboration with the members of The FPI Group and RBC Wealth Management’s resources, Matthew can help develop a plan to fit your needs. Along with financial planning, he assist Patrick in portfolio management and trading. Matthew received his Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning and as a Certified Plan Fiduciary Advisor (CPFA), he works with business owners to find appropriate retirement plan solutions for their companies. He received his degree in Business and Finance from Sonoma State University.

Conradine Morehouse

Investment Associate

415-445-8481

Connie joined The FPI Group in 2017 and leads our administrative team. She combines 38 years of experience in Client Services with an impressive attention to detail and is our clients’ chief contact for account openings and general administrative maintenance.

Mary Polizzi

Branch Service Manager/Senior Client Associate

415-445-8482

Mary joined The FPI Group in 2016. Her primary role is processing all of our clients’ financial transactions including monthly cash distributions, inter-account and wire transfers, and retirement plan distributions.

Taylor Wood

Senior Client Associate

415-445-8479

Taylor joined The FPI Group in 2018 after working in the winery and hospitality industry. She received her degrees in both History and Economics from The University of Colorado Boulder in 2015. Need help mastering RBC Online? Contact Taylor directly!

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