Equity For The Win (EquityFTW)

We are a Fee-Only Firm and an Advice-Only Firm. Meaning we don’t earn commissions and we don’t require management of our clients investment assets. We focus on giving advice that’s best for you and our clients don’t have to worry about hidden incentives.

Our services are provided for a transparent fixed fee and we're always happy to have an intro call at no expense to you. Click Here to schedule an intro call.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

5706 Cahalan Ave # 23393 San Jose, CA 95153-1016 Phone: +1 (408) 550-6132

Primary Office

5706 Cahalan Ave # 23393 San Jose, CA 95153-1016 Phone: +1 (408) 550-6132