What Makes Us Different?
Financial Planning Consultants, LLC (FPC) located in downtown San Jose is owned and managed by CPA’S who have over 20 years of experience in the accounting profession. As partners of Petrinovich Pugh & Co LLP, we wanted to incorporate a financial planning and wealth management organization into our business model to further serve our clients. We believe the union of our expertise as CPA’S over the past decade with our highly experienced strategic alliances in the financial services industry, Legacy Capital Group endows FPC with the resources to provide comprehensive planning strategies to our clients. We take a holistic approach to planning; tackling all the financial areas that could affect our clients. Teaming with our strategic alliances, we work closely to discover viable and suitable financial solutions while navigating our clients through the financial planning process. Our mission is to assist our clients in implementing successful strategies and to monitor progress on a regular basis so that they can feel at ease with their financial well being.