Advisors at this firm
Matthew K
CFP®, Series 65
Petaluma, CA
FPC Investment Advisory, Inc.
Matthew Kalabokes is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FPC Investment Advisory, Inc., where he has worked since 2023. His prior experience includes roles at Mariner Wealth Advisors and Private Wealth Partners. FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a cyclical tactile asset allocation approach, using mainly no-load mutual funds and ETFs, and manages approximately $364.6 million in discretionary assets across about 162 clients.
Tyler S
CFP®, Series 65
Petaluma, CA
FPC Investment Advisory, Inc.
Tyler Schalch is a CFP® professional with nine years of industry experience, currently serving as an advisor at FPC Investment Advisory, Inc. in Petaluma, California. He has been with FPC Investment Advisory since 2015. FPC Investment Advisory offers discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a “cyclical tactile asset allocation” approach focused on global economic analysis and utilizes no-load mutual funds and ETFs, managing approximately $364.6 million in discretionary assets for about 162 clients.
Bijan G
CFP®, Series 65
Petaluma, CA
FPC Investment Advisory, Inc.
Bijan Golkar is a CFP® professional with 15 years of industry experience, currently serving as an advisor at FPC Investment Advisory, Inc. since 2014. He holds the Series 65 license and is based in Petaluma, CA. FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a cyclical tactile asset allocation approach focused on global economic analysis, utilizing primarily no-load mutual funds and ETFs, and manages approximately $364.6 million in discretionary assets.
