Patrick Gainer
President * Owner at Granite Bay Capital Management | Roseville, California, United States
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Patrick Gainer serves as the President and Owner of Granite Bay Capital Management, where he leverages his extensive expertise in wealth management and retirement plan consulting to deliver tailored financial solutions for clients across the United States. With designations such as Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans Specialist (CRPS®), Patrick is well-equipped to navigate the complexities of investment portfolios, retirement planning, and institutional investment strategies.
At Granite Bay Capital Management, Patrick specializes in providing comprehensive wealth management services that encompass a wide range of financial instruments, including 401(k) plans, pensions, mutual funds, and insurance products. His commitment to excellence is evident in his approach to retirement plan consulting, where he utilizes rigorous institutional investment research, detailed analysis, and precise reporting to ensure that clients’ financial goals are met with the utmost diligence.
Key projects under Patrick's leadership include the development of customized investment strategies that align with clients' long-term objectives, as well as the implementation of robust retirement plans that enhance employee benefits and promote financial security. His proficiency in portfolio management and investment management enables him to construct diversified investment portfolios that mitigate risk while maximizing returns.
Patrick’s collaborative approach fosters strong relationships with clients, ensuring that their unique needs are prioritized in every aspect of financial planning. As a trusted advisor, he remains dedicated to empowering clients with the knowledge and resources necessary to make informed financial decisions, ultimately guiding them toward a secure and prosperous financial future.
President * Owner at Granite Bay Capital Management in June 2021 to Present
Business Owner at Financial Advocates Investment Management - Northern California in April 2011 to May 2021
Senior Vice President - Investments at Wells Fargo Advisors in January 2004 to March 2011
Vice President - Investments at Merrill Lynch in October 1993 to October 2003
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Investment Portfolios
401k Rollovers
Qualified Retirement Plans
Retirement Planning
Retirement
401k
Wealth Management
Investment Management
Investments
Pensions
Financial Advisory
Strategic Financial Planning
Asset Allocation
Mutual Funds
Estate Planning
Securities
Insurance
Investment Advisory
Wealth
Portfolio Management
Finance
Investment Strategies
Series 63 - Held with LPL Financial
FINRA
Retirement Plan Consulting
Wealth Management Services
IRAs
Series 65 - Held with Financial Advocates Investment
Series 7 - Held with LPL Financial
Series 24 - Held with LPL Financial
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What is Patrick Gainer email address?
Email Patrick Gainer at [email protected]. This email is the most updated Patrick Gainer email found in 2026.
What is Patrick Gainer phone number?
Patrick Gainer phone number is +19167095937.
How to contact Patrick Gainer?
To contact Patrick Gainer send an email to [email protected]. If you want to call Patrick Gainer try calling on +19167095937.
What company does Patrick Gainer work for?
Patrick Gainer works for Granite Bay Capital Management
What is Patrick Gainer's role at Granite Bay Capital Management?
Patrick Gainer is President * Owner
What industry does Patrick Gainer work in?
Patrick Gainer works in the Financial Services industry.
Patrick Gainer Email Addresses
Patrick Gainer Phone Numbers
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