Our History

Established in 2002

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

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.
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