Insights

High-net-worth focus Target prospects in high-net-worth and entrepreneurial segments by highlighting FPC Investment Advisory’s experience with wealth management, estate planning, tax optimization, and business owner buyouts to address complex financial needs.

Fiduciary value Emphasize the team’s legal fiduciary stance to reassure clients seeking objective, conflict-free financial guidance, which can be a strong differentiator in acquiring clients wary of fee-based conflicts.

Tax efficiency Leverage combined tax preparation and tax-efficient investing expertise to offer bundled services for investment and tax planning, appealing to clients seeking integrated financial and tax solutions.

Tech-enabled advisory Promote use of modern tech stack and data-driven planning capabilities to improve client experience, reporting transparency, and scalable advisory services that can attract larger accounts.

Growth partnerships Position for strategic partnerships or referrals with other advisory networks, fiduciary-driven firms, or SMB-focused financial services groups to expand asset gathering beyond current footprint.

FPC Investment Advisory, Inc. Tech Stack

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

Mailchimp

imagesLoaded

Javascript Libraries

Microsoft Office

Office Suites

WPBakery

Page Builders

Yoast SEO

Search Engines

reCAPTCHA

Security

HTTP/3

Web & Portal Technology

Sitelinks Search Box

Web Tools And Plugins

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 August 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 August 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.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 MailchimpimagesLoadedMicrosoft OfficeWPBakeryYoast SEOreCAPTCHAHTTP/3Sitelinks Search Box.

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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