About our team

We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Patrick Farley

Patrick Farley, CIMA®, CPFA®

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

415-445-8484
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Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Aaron Gallardo

Trust Consultant


Roger Smith

Insurance Consultant


Michael Clark

Insurance and Annuity Consultant


Megan Mayer

Divisional Retirement Plan Consultant


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