Founded in 1994, FPC Investment Advisory, Inc., is a fee-based Registered Investment Advisor based in the San Francisco Bay area. We provide financial planning, investment advisory and tax preparation services. Our clients, including high-net-worth individuals and families, business executives and entrepreneurs, have entrusted us to manage millions of their assets.
Financial planning expertise: We can speak authoritatively on a wide range of financial planning topics, including saving for retirement and college, estate planning, Social Security, and insurance and healthcare costs. We are also experts in business buyouts and mortgage-related issues.
Investing expertise: The media consults us with questions about investment portfolio construction, investment strategies and investment vehicles, along with specific topics such as diversifying concentrated positions, exercising stock options and financing homes.
Tax expertise: As licensed tax preparers, we are qualified to discuss a range of tax topics, including tax-efficient investing, tax-loss selling, capital gains and asset location.
Industry expertise: Unlike most financial advisors, FPC’s team members are legal fiduciaries, meaning we must deliver objective advice that always puts our clients’ best interests ahead of our own. We are available to discuss ways in which the financial industry is evolving—or in many cases not evolving—to become more consumer-friendly.