FigTree Financial Advisors was established to help you take command of your financial future. Our “independence” in the advisory world matters so that we can seek out ideal strategies and investments for our clients without constraints. For over 20 years, our team of advisors has provided financial and wealth planning advice to help our clients reach their financial and legacy goals. From the affluent, retirees, pre-retirees to young families, we work with individuals or couples who want a trusted advisor to help guide them through all financial stages.
As FigTree Financial Advisors, we value the freedom that allows us to operate exclusively on your behalf. Unlike institutional firms, we are not bound by corporate profits or to shareholders.
Our allegiance lies solely with you to provide the most appropriate advice, products, and strategies to help you reach your financial goals. It’s your needs that we place at the heart of our practice while we strive to grow and protect your wealth.
In our lifetimes, most of us would agree that we want to achieve financial success, but what about achieving significance? We want to help people at all stages in life attain both.
Our priority is to understand your unique story, values, and goals then provide appropriate advice and great service to support your journey to financial freedom. We want you to have the freedom to help make a significant impact in your family, your community, the causes you love and support, and beyond.
We understand that financial strategies can be complex, and we know that sustainable financial success requires ongoing attention and not a one-size-fits-all solution. At FigTree Financial Advisors, we work with clients who value the relationship they have with their advisor and prefer a comprehensive approach to financial planning.
We specialize in working with the following clients:
5201 Great America Parkway, Suite 320
Santa Clara, CA 95054