At FigTree Financial Advisors it’s about us understanding you, so we can help you reach your financial goals. See if we’re a good fit »
We are an independent financial planning and wealth management firm with over 20 years of experience in the financial services industry. We believe our client’s needs must always come first and we deeply value their trust in us. Our advisors are committed for the long term to help our clients reach their goals, obtain financial security, and have peace of mind about their future.
Learn more about the services we offer.
5201 Great America Parkway, Suite 320
Santa Clara, CA 95054
Let’s get together to talk about your needs, wants, dreams, and expectations. You’ll receive our feedback on your financial areas of strengths and areas of opportunity. Then you decide whether you’d like to partner with us. to schedule an introductory session.
Someone’s sitting in the shade today
because someone planted a tree a long time ago.Warren Buffet