Founders Financial Network

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Description

  • Founders Financial Network is a financial planning and wealth management firm dedicated to growing assets and achieving lasting value for Silicon Valley executives and entrepreneurs who have experienced a significant increase in personal wealth. Whether your assets come from an IPO, a merger or acquisition, the sale of a business, or a substantial inheritance, we know you are grappling with a number of very important personal financial questions. Answering these questions is the heart of sound financial planning and wealth management. We deliver professional investment management with a unique integration of tax and financial planning designed to help each client meet their personal financial goals. A combination of seven factors sets us apart from other firms:Single-Source: Our experienced team of financial professionals offers a fully integrated suite of financial services and a single contact to manage all of your tax, investment, estate planning, and other financial related matters. Specialists in Concentrated-Stock Diversification Integrated Tax Planning Independence and Objectivity Results Focused Execution Excellence Comprehensive Resources
  • location

    Headquarters:10050 North Wolfe Road , Cupertino, California, United States

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  • Founders Financial Network phone

    Phone Number: +1 408-366-8920

  • Founders Financial Network website

    Website: https://www.foundersfinancial.net

  • Founders Financial Network employees

    Employees:2

  • Founders Financial Network revenue

    Revenue:$0 - 1M

  • Founders Financial Network legal name

    Legal Name:Founders Financial Network

  • Founders Financial Network's Social Media

    Founders Financial Network linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Partner for Founders Financial Network

Hal Thomas

Partner

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Hal Thomas

Partner

Susan Colson

Director, Client Services

Frequently Asked Questions regarding Founders Financial Network

  • Where are Founders Financial Network's Headquarters?

    Founders Financial Network's Headquarters are in 10050 North Wolfe Road ,Cupertino,California,United States

  • What is Founders Financial Network's phone number?

    Founders Financial Network's phone number is +1 408-366-8920

  • What is Founders Financial Network's official website?

    Founders Financial Network's official website is https://www.foundersfinancial.net

  • What is Founders Financial Network's Revenue?

    Founders Financial Network's revenue is $0 - 1M

  • What is Founders Financial Network's NAICS code?

    Founders Financial Network's NAICS code is 523930

  • How many employees are working in Founders Financial Network

    Founders Financial Network has 2 employees

  • What is Founders Financial Network's Industry?

    Founders Financial Network is in the industry of Financial Services

  • Who is Founders Financial Network's Partner?

    Founders Financial Network's Partner is Hal Thomas

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