Founders Financial Network
Financial Services - Cupertino, California, United States
Founders Financial Network Employees
Founders Financial Network Details
Founders Financial Network is a financial planning and wealth management firm dedicated to growing assets and achieving lasting value for Silicon Valley executives and entrepreneurs who have experienced a significant increase in personal wealth. Whether your assets come from an IPO, a merger or acquisition, the sale of a business, or a substantial inheritance, we know you are grappling with a number of very important personal financial questions. Answering these questions is the heart of sound financial planning and wealth management. We deliver professional investment management with a unique integration of tax and financial planning designed to help each client meet their personal financial goals. A combination of seven factors sets us apart from other firms: •Single-Source: Our experienced team of financial professionals offers a fully integrated suite of financial services and a single contact to manage all of your tax, investment, estate planning, and other financial related matters. •Specialists in Concentrated-Stock Diversification •Integrated Tax Planning •Independence and Objectivity •Results Focused •Execution Excellence •Comprehensive Resources
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