Patrick A. Funke 

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 aims to provide a long-term path for individuals as they invest for and transition into retirement. In 2011, Patrick founded Patrick Funke & Associates, Inc.

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

Patrick 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. Patrick resides in Central Phoenix and enjoys spending time outdoors with family and friends including hiking, golf, and college football.