LeadIQ logo
Learn more at LeadIQ.com
FPC Investment Advisory, Inc. logo

FPC Investment Advisory, Inc. Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

FPC Investment Advisory, Inc. is a fee-based Registered Investment Advisor operating in the investment management sector, based in the San Francisco Bay Area, with a presence in Petaluma, California. Founded in 1994, the firm provides a range of services including financial planning, investment advisory, and tax preparation to clients such as high-net-worth individuals, families, business executives, and entrepreneurs, managing a substantial portion of their assets. The company emphasizes fiduciary responsibility, with team members described as legal fiduciaries who aim to deliver objective advice that prioritizes client interests. In addition to planning and investing guidance, FPC offers expertise on topics such as retirement and college savings, estate planning, Social Security, insurance and healthcare costs, business buyouts, and mortgage-related matters, while also addressing investment strategies, portfolio construction, and tax-efficient investing. A recent development noted in the press indicates the firm added a stake in Applied Materials in the fourth quarter, reflecting ongoing client-focused investment activity.

Find FPC Investment Advisory, Inc. employees' phone numbers or email addresses

FPC Investment Advisory, Inc. Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

FPC Investment Advisory, Inc.'s Leadership

  • Ceo / Senior Advisor at FPC Investment Advisory, Inc.
    B. G.
    Ceo / Senior Advisor
    Mobile Phone
  • President / Senior Advisor at FPC Investment Advisory, Inc.
    B. M.
    President / Senior Advisor
    Mobile Phone
  • Financial Advisor at FPC Investment Advisory, Inc.
    T. S.
    Financial Advisor
    Mobile Phone
  • Treasurer at FPC Investment Advisory, Inc.
    P. G.
    Treasurer
    Mobile Phone

FPC Investment Advisory, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Marketing

Contact profiles from FPC Investment Advisory, Inc.

Name
Title
Contact
Location
Last Update
  • Ceo / Senior Advisor at FPC Investment Advisory, Inc.
    B. G.
    Ceo / Senior Advisor
    Mobile Phone
    United States, California
    May 10, 2025
  • President / Senior Advisor at FPC Investment Advisory, Inc.
    B. M.
    President / Senior Advisor
    Mobile Phone
    United States, California
    May 10, 2025
  • Financial Advisor at FPC Investment Advisory, Inc.
    T. S.
    Financial Advisor
    Mobile Phone
    United States, California
    May 30, 2025
  • Treasurer at FPC Investment Advisory, Inc.
    P. G.
    Treasurer
    Mobile Phone
    United States, California
    May 10, 2025

Frequently Asked Questions

What is FPC Investment Advisory, Inc. known for?

Minus sign iconPlus sign iconFPC Investment Advisory, Inc. was founded in 1994 and operates in the Investment Management industry. You can contact FPC Investment Advisory, Inc.'s main corporate office by phone at
+1-707-763-****
. Explore FPC Investment Advisory, Inc.'s company overview page for more information.

What is FPC Investment Advisory, Inc.'s most common email format?

Minus sign iconPlus sign iconFPC Investment Advisory, Inc. employees' email format typically follows the pattern of First@fpcwealth.com. Trying to find reliable and up-to-date employee contact data? Find more FPC Investment Advisory, Inc. email formats with LeadIQ.

How many employees does FPC Investment Advisory, Inc. have currently?

Minus sign iconPlus sign iconFPC Investment Advisory, Inc. has approximately 3 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are FPC Investment Advisory, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, FPC Investment Advisory, Inc.'s key employees include:

  • Ceo / Senior Advisor: B. G.
  • President / Senior Advisor: B. M.
  • Financial Advisor: T. S.
  • Treasurer: P. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.