Network·Family Office

Financial Planning for Generations, Inc.

Unclaimed

📍 Westlake Village, CA

Family OfficeFund of Funds investing in strategies targeting consistent growth through long-t
www.fpgadvisors.com/

About

Financial Planning for Generations | Comprehensive Business Personal Financial Planning Firm --> Financial Planning for Generations, Inc. A family-oriented, business personal financial planning firm. Financial Planning for Generations, Inc. info@fpgadvisors.com 15760 Ventura Blvd. Suite 840 Encino, CA 91436 View on Map Schedule a Free Introductory Meeting 855 374 9174 Toll Free Financial Planning for Generations (FPG) is a comprehensive business and personal financial planning firm that is unique in both structure and focus. Unlike almost all other financial planning organizations, we bill exclusively by the hour. We don’t take assets under management or sell products of any kind. This structure ensures that we focus exclusively and objectively on our client family’s best interests. Additionally, we are deep generalists which provides clients with a single point of contact for all of their business and family financial questions. We can then help acquire, summarize and manage information from your team of employees, accountants, attorneys, agents, wealth managers and other specialists. We primarily serve three types of clients: Business owners and entrepreneurs who see value in advice from an experienced, external, strategic advisor for critical growth decisions. Family office clients navigating complex family financial issues requiring a single, comprehensive, trusted advisor. Families experiencing major health events and aging issues that suddenly demand a specialized guide

Key Contact

MD

Matt Davis

Managing Director

📞 (855) 374-9174

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Geographic Focus

caunited statessouthwestwest

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AUM

$1.3B

Location

Westlake Village, CA

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