Company Information

Get to know Herzog Kistner Shaw Financial Partners

Founded in 1995, Herzog Kistner Shaw Financial Partners is an independent, fee-only wealth management firm based in Walnut Creek, California. The company operates as a fiduciary, focusing on providing personalized financial planning and investment management services to individuals, families, and business owners. Their mission is to help clients achieve financial independence through a disciplined and comprehensive approach that includes retirement planning, estate planning, risk management, and customized investment strategies.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Herzog Kistner Shaw Financial Partners

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.