Fpc Investment Advisory, Inc.
Fpc Investment Advisory, Inc. (CRD# 122728) is a financial advisory firm headquartered in Petaluma, CA. They manage $225,307,017 in 171 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management225MILLION
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Total Number of Accounts171ACCOUNTS
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Average Account Value$1,317,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, TX
Bijan Golkar (CRD# 5814146) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has over 13 years of experience in the finance industry. Bijan Golkar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tyler Schalch (CRD# 6719804) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has over 7 years of experience in the finance industry. Tyler Schalch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Kalabokes (CRD# 7211724) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has 1 year of experience in the finance industry.