Financial Advisor in Berkeley, CA.
Berkeley faculty, professionals, and families partner with FFG for fiduciary, values-aware wealth management with integrated tax planning.
Fiduciary wealth management & integrated tax planning.
Berkeley clients often want their investments to reflect their values without sacrificing returns. We build socially conscious portfolios with a tax-smart core.
As a fee-only fiduciary, FFG earns no commissions and is obligated to put your interests first, pairing evidence-based investment management with CPA-led tax planning, estate planning, and financial planning in one coordinated relationship.
- Values-aware and socially conscious investing
- University and 403(b)/retirement planning
- Integrated tax preparation and planning
- Berkeley
- Oakland
- Albany
- El Cerrito
One team for investments, taxes & your whole plan.
Investment Management
Maximize the probability of achieving all that is important to you through evidence-based investing tailored to your unique goals, never cookie-cutter, always custom.
Learn moreTax Planning & Preparation
A tax-focused wealth management approach to help you keep more of what you’ve earned.
Learn moreLegacy & Estate Planning
Create a life of significance for you, the people you love, and the causes you care about.
Learn moreFinancial Planning
Effective cash flow planning and financial optimization help you make the most of your money. Our planning process includes ongoing stress testing and scenario analysis to keep your strategy aligned, even as life changes.
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