Who We Are:
3 Wealth Managers with 5 Support Staff
Fiduciaries
Utilizing Industry Leading Technology
Based in Silicon Valley
What We Do:
Deliver Advanced Planning
Actively Manage Portfolios
Strategically Mitigate Taxes
Preserve Wealth and Care for Heirs
Maximize Charitable Impact
Who We Serve:
Elaine Recognized as a “2022 Women of Influence of Silicon Valley”!
The Silicon Valley Business Journal selected Elaine as one of their 2022 Women of Influence! The women selected are leaders of companies and institutions from many different industries in Silicon Valley, and Elaine was the only Wealth Manager selected in the group this year!
This award recognizes women who are established business leaders, with a strong record of innovation in their fields, outstanding performance in their businesses and a clear track record of meaningful community involvement. These Women have made a difference in their communities, blazed a trail for the rest of us and are leaving a mark in Silicon Valley.
Congratulations Elaine! We are very proud of you!
March Madness Comes to the Banks
March is the month for the NCAA college basketball tournament called “March Madness”. This year March Madness also came to the banks with the failure of Signature Bank and Silicon Valley Bank. See how quickly it all happened.
Age-Proof Your Brain with Dr. Marc Milstein
FJP hosted a webinar with special guest, Dr. Marc Milstein who shared the results of his research on ways to maximize productivity, slow aging and lower the risk for dementia so you can age-proof your brain. Pleased to share with you!
State of the Economy 2023
In our recent webinar, FJP Wealth Manager, Scott Manley, discussed important topics about the economy and the outlook for 2023 with BlackRock's Head of iShares Investment Strategy for the Americas, Gargi Pal Chaudhuri. Get a recap of the webinar.
SECURE Act 2.0 Changes Many Retirement Plan Rules
Congress greatly expanded the changes to retirement savings by passing the SECURE Act 2.0, which introduced 92 new rule changes. Let's cover some major provisions for RMDs, accumulation, Roth revisions and more.
