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

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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.
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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.
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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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