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
- Financial planning
- 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 received his Certified Investment Management Analyst "CIMA®" designation from the University of California at Berkeley Haas School of Business and his degree in Economics from the University of California at Santa Barbara. Patrick is a
Portfolio Manager in the Personal Investment Advisory "PIA^SM" Program and designs and implements our custom portfolio strategies.

Carl C. Ilg joined this practice in 2003 after 15 years with State Farm Insurance Companies. He is a Certified Financial Manager (CFM) and received his Organizational Psychology degree from the University of California at Santa Barbara. Carl consults with clients to clarify their financial objectives, develop personalized wealth management plans and overcome behavioral biases that are often an impediment to achieving personal financial success.

Matthew J. Larrabure joined this practice in 2008. He is a Financial Advisor and a Chartered Retirement Planning Counselor "CRPC^SM". He received his Business and Finance degree from Sonoma State University. Matthew is responsible for the business development of the practice and will assist with client financial planning and portfolio research.

Jean Young is a Registered Client Associate and has over twenty years of experience in the financial services industry. She received her Counseling degree from the University of Iowa. Jean 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.)