Pat McClain Chfc
Pat McClain Chfc, based in Sacramento, CA, is a fiduciary financial advisory firm that specializes in a comprehensive approach to wealth management, including financial planning, investment management, tax planning, estate planning, and insurance services. With 30 years of experience and $30 billion in assets under management, the firm is dedicated to putting clients' best interests first, offering personalized strategies tailored to individual financial goals.
Recognized as one of the Top 15 Barron's Top 100 RIA Firms, Pat McClain Chfc emphasizes a client-centric philosophy that aims to provide unparalleled access to a wide range of financial experts. Their commitment to transparent, fee-based pricing and a comprehensive suite of services ensures clients receive expert attention and guidance throughout their financial journey.
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