Fidere is an Independent Fee-based Advisory

THE THREE DIVISIONS OF FIDERE

Financial Planning
The Certified Financial Planning methodology as applied to Family Office-like services.

Registered Investment Advisor
 Being an RIA allows Fidere to work with custodians, other Advisors
and to be in compliance with Federal and State agencies.

Insurance:
CA Life Insurance #0G64079

Fidere adheres to the Certified Financial Planner Board's Code of Ethics.

 

PLEASE NOTE: NEW CLIENTS ARE CONSIDERED ON A REFERRAL ONLY BASIS.
 

THANK YOU FOR YOUR INTEREST.

Robert Stutch, CFP®
Founder/CEO
info@fidere.co

 

photo: A Richard Serra work, MoMA 2007 © R Stutch