Uniquely qualified to server most all of your financial needs.

We put our clients first.

The Fiduciary Standard:

We adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940. This standard requires us to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of our clients.

We are consultants and Advisors. We help our clients save and invest for their future goals and objectives. We also provide discounted residential real estate services, and high touch commercial real estate services to our clients.

Investment Advisor

  • California Division of Corporations RIA
  • Download Our ADV Brochure
  • FINRA Broker Check
  • California Insurance: 0A93431

  • California Real Estate Broker

  • CA BRE Lic. #01152507
  • Member Silicon Valley Association of Realtors
  • Member California Assiciation of Realtors
  • BRE Broker Check

  • National and State Mortgage

  • NMLS: 245319
  • Residential Mortgages
  • Commerical Mortgages
  • NMLS Broker Check
  • for licensing inquiries: compli@afgusa.com and please put the title of your inquiries in the subject line.