Patrick Funke & Associates, Inc. is a San Diego-based financial services firm that operates as an independent entity, with its securities offered through an affiliation with Raymond James Financial Services, Inc. The firm specializes in comprehensive wealth management, offering services that include investment management, retirement planning, estate planning, and education funding strategies. Their stated mission is to provide objective, tailored financial guidance to help clients achieve their long-term financial goals, emphasizing a client-first approach and personalized service.

Founded in

United States