FOG CITY ADVISORS

Fog City Advisors, LLC is a fee-only financial and tax planning firm based in the San Francisco Bay Area... We don't sell any financial products nor do we receive any commissions. We are fee-only financial planners. We are fiduciaries: our complete focus is on what is best for you... We work with you to ensure that your financial life is meeting your needs, is supporting your goals, and is aligned with your values. We focus our first year of work addressing the core areas of your financial life: goal setting, coordinated investment advice, skillful tax planning, worry-free retirement planning, insurance analysis, lifestyle spending review, and proactive estate planning. In subsequent years - as your financial needs, goals, and values change - we continue our work together by providing ongoing monitoring, support, and maintenance of your financial plan to ensure that it remains current, and relevant.

Also known as: Fog City Advisors, LLC

Primary location: Albany United States