Our History
Established in 2002- Buddy Goldstone, principal
2003- Alliance with LPL Financial and Jack Hillis of Hillis Financial Services
2004-First Financial Forum
Started with 75 attendees at Paolo’s downtown San Jose
2006- Marc Parkinson became a principal
2006- Alliance with Legacy Capital Group California
2008-David Doolin became a principal
2009- Sixth Annual Financial Forum has grown to over 300 attendees and is now held in Los Gatos at La Rinconada Country Club
2010-Edward Davis, John Kawamoto, and Thomas Wagstaff became principals.
Whether it’s planning for retirement, funding a child’s college education or forming a strategy for wealth accumulation and preservation; we all invest with specific goals in mind. Financial Planning Consultants, LLC (FPC) teaming with our strategic alliances, will work with you to create, implement, and monitor a personalized dynamic investment strategy.
