FPC Investment Advisory
Investment Management • 
Petaluma, California, United States • 1-10 Employees
Company overview
| Headquarters | 1 Willowbrook Court, Ste. 200, Petaluma, CA 94954, US |
| Phone number | +17077034414 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Client Support, Tax Service, Fee Only Firm, No Commission Or Sales |
| Founded | 1994 |
| Employees | 1-10 |
| Socials |
Key Contact at FPC Investment Advisory
Bijan Golkar
CEO / Senior Advisor
FPC Investment Advisory Email Formats
FPC Investment Advisory uses 1 email format. The most common is {first initial} (e.g., j@fpcwealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fpcwealth.com | 100% |
About FPC Investment Advisory
Founded in 1994, FPC Investment Advisory, Inc., is a fee-based Registered Investment Advisor based in the San Francisco Bay area. We provide financial planning, investment advisory and tax preparation services. Our clients, including high-net-worth individuals and families, business executives and entrepreneurs, have entrusted us to manage millions of their assets. Financial planning expertise: We can speak authoritatively on a wide range of financial planning topics, including saving for retirement and college, estate planning, Social Security, and insurance and healthcare costs. We are also experts in business buyouts and mortgage-related issues. Investing expertise: The media consults us with questions about investment portfolio construction, investment strategies and investment vehicles, along with specific topics such as diversifying concentrated positions, exercising stock options and financing homes. Tax expertise: As licensed tax preparers, we are qualified to discuss a range of tax topics, including tax-efficient investing, tax-loss selling, capital gains and asset location. Industry expertise: Unlike most financial advisors, FPC’s team members are legal fiduciaries, meaning we must deliver objective advice that always puts our clients’ best interests ahead of our own. We are available to discuss ways in which the financial industry is evolving—or in many cases not evolving—to become more consumer-friendly.
FPC Investment Advisory revenue & valuation
| Annual revenue | $2,798,656 |
| Revenue per employee | $933,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $9,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
FPC Investment Advisory has never raised funding before.
FPC Investment Advisory Tech Stack
Discover the technologies and tools that power FPC Investment Advisory's digital infrastructure, from frameworks to analytics platforms.
Security
Security
WordPress plugins
WordPress themes
Page builders
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Programming languages
Blogs
France
Argentina
Frequently asked questions
4.8
40,000 users
