Insights

Niche fiduciary The firm emphasizes legal fiduciary duty and objective advice, signaling a potential sales angle around 강화 fiduciary-compliant solutions, independent investment strategies, and conflicts-of-interest transparency for high-net-worth clients seeking trust and governance.

HNW client focus Target clients include high-net-worth individuals, families, executives, and entrepreneurs, presenting opportunities to cross-sell advanced planning, estate and tax services, and wealth-transfer strategies.

Integrated services Offering financial planning, investment advisory, and tax preparation together suggests collaboration opportunities with tax tech providers, estate planning firms, and insurance/ healthcare cost optimization services to expand value proposition.

Tech-forward Adoption of OpenAI, Google Cloud, HubSpot, and Dynamics indicates readiness for AI-driven advisory workflows, client engagement automation, and data analytics to improve service delivery and scalability.

Growth signals Revenue range and recent asset investments imply growth ambition; potential sales angles include scalable platforms, back-office efficiency tools, and expansion services to accommodate rising assets under management.

FPC Investment Advisory, Inc. Tech Stack

FPC Investment Advisory, Inc. uses 8 technology products and services including Mailchimp, Microsoft Dynamics, OpenAI, and more. Explore FPC Investment Advisory, Inc.'s tech stack below.

Mailchimp

Microsoft Dynamics

Enterprise Resource Planning

OpenAI

Generative Ai

Google Cloud

Infrastructure As A Service

HubSpot

Marketing Automation

Office 365

Office Suites

WP Engine

Platform As A Service

Piwik

System Analytics & Monitoring

FPC Investment Advisory, Inc. Email Formats	Example	Percentage
First@fpcwealth.com	John@fpcwealth.com	60%
First.Last@fpcwealth.com	John.Doe@fpcwealth.com	40%

FPC Investment Advisory, Inc. Email Formats

Example

Percentage

First@fpcwealth.com

John@fpcwealth.com

60%

First.Last@fpcwealth.com

John.Doe@fpcwealth.com

40%

Frequently Asked Questions

What is FPC Investment Advisory, Inc.'s phone number?

You can contact FPC Investment Advisory, Inc.'s main corporate office by phone at

+1-707-763-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is FPC Investment Advisory, Inc.'s official website and social media links?

FPC Investment Advisory, Inc.'s official website is fpcwealth.com and has social profiles on LinkedIn.

How much revenue does FPC Investment Advisory, Inc. generate?

As of September 2026, FPC Investment Advisory, Inc.'s annual revenue is estimated to be $10M - $25M.

What is FPC Investment Advisory, Inc.'s NAICS code?

FPC Investment Advisory, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does FPC Investment Advisory, Inc. have currently?

As of September 2026, FPC Investment Advisory, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Ceo / Senior Advisor: B. G., President / Senior Advisor: B. M. and Financial Advisor: T. S. Explore FPC Investment Advisory, Inc.'s employee directory with LeadIQ.

What industry does FPC Investment Advisory, Inc. belong to?

FPC Investment Advisory, Inc. operates in the Investment Management industry.

What technology does FPC Investment Advisory, Inc. use?

FPC Investment Advisory, Inc.'s tech stack includes Mailchimp, Microsoft Dynamics, OpenAI, Google Cloud, HubSpot, Office 365, WP Engine and Piwik.

What is FPC Investment Advisory, Inc.'s email format?

FPC Investment Advisory, Inc.'s email format typically follows the pattern of First@fpcwealth.com. Find more FPC Investment Advisory, Inc. email formats with LeadIQ.

When was FPC Investment Advisory, Inc. founded?

FPC Investment Advisory, Inc. was founded in 1994.

FPC Investment Advisory, Inc.

Q: How many employees does FPC Investment Advisory, Inc. have currently?

FPC Investment Advisory, Inc. has approximately 3 employees.

Q: What technology does FPC Investment Advisory, Inc. use?

FPC Investment Advisory, Inc.'s tech stack includes Piwik, Google Tag Manager, Adobe Fonts, jQuery UI, Slider Revolution.

Q: What is FPC Investment Advisory, Inc.'s NAICS code?

FPC Investment Advisory, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementCalifornia, United States2-10 Employees

FPC Investment Advisory, Inc. is a fee-based Registered Investment Advisor operating in the investment management sector, based in the San Francisco Bay Area, with a presence in Petaluma, California. Founded in 1994, the firm provides a range of services including financial planning, investment advisory, and tax preparation to clients such as high-net-worth individuals, families, business executives, and entrepreneurs, managing a substantial portion of their assets. The company emphasizes fiduciary responsibility, with team members described as legal fiduciaries who aim to deliver objective advice that prioritizes client interests. In addition to planning and investing guidance, FPC offers expertise on topics such as retirement and college savings, estate planning, Social Security, insurance and healthcare costs, business buyouts, and mortgage-related matters, while also addressing investment strategies, portfolio construction, and tax-efficient investing. A recent development noted in the press indicates the firm added a stake in Applied Materials in the fourth quarter, reflecting ongoing client-focused investment activity.

Insights

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