Financial Advisor in San Jose, CA.
San Jose professionals, families, and business owners work with FFG for fiduciary, tax-aware wealth management across Silicon Valley's largest city.
Fiduciary wealth management & integrated tax planning.
From tech employees to small-business owners, San Jose clients get one coordinated team for investments, taxes, and planning, whatever the source of their wealth.
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.
- Equity compensation for tech employees
- Business-owner and self-employed planning
- Retirement and tax strategy
- San Jose
- Santa Clara
- Campbell
- Cupertino
- Milpitas
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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