Financial Advisor in Silicon Valley, CA.
FFG works with Silicon Valley engineers, executives, and founders as a fiduciary partner for equity compensation, tax-first planning, and long-term wealth management across the South Bay and Peninsula.
Fiduciary wealth management & integrated tax planning.
Silicon Valley wealth is built on equity, and equity is a tax problem before it is an investment one. We model RSU vesting, option exercises, ESPP, AMT, 10b5-1 plans, and IPO or tender windows so your compensation turns into diversified, lasting 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.
- RSU, ISO/NSO, ESPP, and pre-IPO equity strategy
- AMT modeling and multi-year tax projections with in-house CPAs
- Concentrated-stock diversification and 10b5-1 planning
- Silicon Valley
- Palo Alto
- Mountain View
- Sunnyvale
- Cupertino
- San Jose
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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