Bijan Golkar, CFP®

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707-795-0500


Contact me for: Wealth management, tax preparation, estate planning, investment planning

Mr. Golkar joined FPC Investment Advisory, Inc. in 2007. Before he began his career as an investment advisor, he obtained his real estate license as a mortgage broker. Mr. Golkar graduated Magna Cum Laude with a Bachelors of Arts Degree in Business Management from Golden Gate University. Mr. Golkar also holds an Executive Certificate in Financial Planning and Services from Santa Clara University. Mr. Golkar has been a licensed tax preparer since 2007 and more recently earned the CFP® (Certified Financial Planner™) certification in 2013. He has consulted on small business buyouts and created advisory teams (legal, accounting, insurance) for high net worth individuals. His education and experience provides him a deep understanding of both taxes and wealth management giving FPC's clients a unique advantage in accomplishing their long term financial goals.

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A donor advised fund (DAF) is a great way to give to charity
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