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
This website is for information purposes only. FIDERE is a state-registered investment advisor in the state of California (CA) and transacts business or renders personalized investment advice in those states where we are registered or where an exemption or exclusion from registration exists. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from information posted on this website, or any linked website.