Folsom Wealth Advisors

At Folsom Wealth Advisors, we save you hours with answers to your questions about equity, taxes, retirement, IPOs and more. We conduct a comprehensive review of your financial picture, and provide tailored recommendations to help you reach your personal financial goals and invest your savings accordingly. Specializing in equity compensation and multi-year tax planning, we serve tech professionals and small business owners. As fee-only fiduciaries, we always put your best interests first.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3153 Sunny Gate Ln Folsom, CA 95630-7056 Phone: (916) 234-0224

Primary Office

3153 Sunny Gate Ln Folsom, CA 95630-7056 Phone: (916) 234-0224