Patrick A. Funke, CLU, ChFC, AIF

 

Patrick is passionate about helping clients meet their financial goals.  "Maybe my passion was fostered through growing up in the small town of Prescott Arizona or studying finance at Arizona State University, but I have always felt a deep desire and personal responsibility to help my clients meet their financial objectives."

Patrick is an Arizona Native having been born and raised in Prescott.  He graduated from Prescott High School and Arizona State University.  In 1989, Patrick began his professional career with The Principal Financial Group while completing his Business Degree at ASU.  Patrick worked with Principal until 1996 when he established his own firm, Capital Asset Management, Inc., specializing in personal investment management.  In 1999, Patrick broadened his business to include a Retirement Plan Specialty.  Patrick's continued commitment to personal and professional growth ignited a desire to analyze, implement and operate retirement plan solutions for privately held companies throughout the United States.  Through his specialization in retirement plans he is able to provide a long term path for individuals as they invest for and transition into retirement.   In 2011, Mr. Funke founded Patrick Funke & Associates, Inc. 

"Patrick Funke & Associates, Inc. is the realization of a lifelong desire to have a thriving financial services firm and to be an active part of a community we love."

Mr. Funke has been involved for many years in professional and civic organizations such as the CFA Institute and the CFA Society of Phoenix, Western Pension and Benefits Council, Scottsdale Active 20/30, Recreation Association of Madison Meadows and Simis (RAMMS) and Brophy College Preparatory.  He resides in Central Phoenix with his wife and two sons.

 

Patrick Funke currently holds the following licenses and designations:

• Series 7
• Series 24
• Series 63
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Accredited Investment Fiduciary (AIF)

 

 

 

 

 Jennifer L. Funke, M.EdL.

 Licensed Sales Associate

 

Jennifer was born and raised in Arizona as well.  She graduated from Prescott High School and attended Goshen College in Northern Indiana before transferring to Arizona State University.  Jennifer graduated with a BAE in Education.  She enjoyed teaching Pre-School thru Second grade during her 12 years of employment with the Washington Elementary School District.  Jennifer is passionate about being a life long learner.  She continued her professional growth and received her Master's Degree in Educational Leadership from Northern Arizona University in 1999.   In 2007, Jennifer joined Patrick's practice as a Licensed Associate.  Jennifer's expertise in education and compliance have contributed to Patrick's development of Retirement Plan Education Meetings and processes.  She enjoys educating young people about simple wealth concepts, simple economics and strategizing for their financial futures beyond their high school years.

Jennifer has enjoyed utilizing her formal education and classroom experience as a Faculty Advisor at Arizona State University as well as volunteering within the school communities where she resides.

Jennifer Funke currently holds the following licenses:

• Series 6
• Series 63