FigTree Financial Advisors

About FigTree Financial Advisors

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.

Key Principles

FigTree team
The FigTree Team

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(408) 891-3574

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5201 Great America Parkway, Suite 320
Santa Clara, CA 95054