Our Team We work together to provide a warm, boutique client experience personalized to you. Our team’s everyday goal is to make a positive impact on everyone's life that we come across. We know that trust is not easily given; and even less easily earned. We strive to be our clients’ first call and most trusted resource for financial matters. With us as their financial co-pilot, our clients find comfort in the knowledge that they have a plan and a professional team that is continuously monitoring their investments, so they can live their lives to the fullest. Matthew Foertsch, AIF®, ChFEBC℠ Financial Planner 408-515-1932 [email protected] Bryan Foertsch Financial Planner 408-390-7775 [email protected] Trudi Gearhart, FPQP™ Office Manager (650) 390-5074 (408) 716-2769 [email protected] Advanced Planning Support Stanley R. Smiley, Esq., J.D. Estate and Tax Planning Team Juliet A. Hendrickson, Esq., J.D. Estate and Tax Planning Team Learn About Our RIA/Broker-Dealer Want to learn more? Submit your information below and we will contact you shortly. Name Email Phone Message Thank you! Oops!