business owner: financial advocates investment management - norcal

Financial Advocates Investment Management is an SEC-registered investment advisory firm that operates as a fiduciary, focusing on providing comprehensive and personalized financial guidance. The firm specializes in holistic financial planning, retirement planning, investment management, insurance solutions, and legacy planning for individuals and families. As a fee-only firm, their compensation comes directly from clients, not from commissions on products, which is intended to align their interests with those of their clients and ensure objective advice. Their stated mission is to help clients achieve comfort and clarity in their financial lives.