Founders Financial Network

Founders Financial Network is a financial advisory firm and Registered Investment Advisor specializing in serving individuals and families in the San Francisco Bay area.

  • As a local firm, unlike many large national firms, you will find our people available and responsive to provide specific financial solutions when you need them.

  • As an independent firm, we offer our clients access to the most cost-effective, institutional-quality money managers available anywhere and are not restricted to selling the in-house, proprietary investment products and services of a large national brokerage firm or parent company.

  • As a full-service firm, we offer both leading investment management as well as comprehensive financial planning and wealth management services.

We are a "fee-only" investment advisory firm. In order to maintain objectivity and provide unbiased advice, we do not accept commissions on investment or other financial products. Our fees for investment management are based on the amount of the assets under management or administration and are the same regardless of the type of investments recommended.

Our services are delivered to each client in a seamless manner through a combination of our in-house Certified Financial Planner™, CPA and other tax specialists, along with a supervised network of industry leading investment, tax and legal organizations.

 

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