Financial Advisor in Sunnyvale, CA.
Sunnyvale tech professionals work with FFG for fiduciary, tax-aware wealth management and equity planning in the center of Silicon Valley.
Fiduciary wealth management & integrated tax planning.
Sunnyvale clients are often heads-down builders. We take the financial complexity off your plate: equity, taxes, and a plan that runs in the background.
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 and option planning for employees
- Hands-off, tax-aware investment management
- Home buying and family cash-flow planning
- Sunnyvale
- Mountain View
- Santa Clara
- Cupertino
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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