FPC Investment Advisory, Inc. Employee Directory

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.

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