About Us...
We design our clients' portfolios around Dimension Fund Advisors (DFA) no-load, asset-class-specific funds. And we have selected Fidelity Investments as custodian of our client accounts. We don't expect to beat the market.
We spend a lot of time to determine and then stay within a client's acceptance level for market risk.
We charge a one-time, non-refundable setup fee of $500 and an annual retainer fee based on a percentage of assets under mangement. See our ADV II on our "Contact" page. The only other cost to our clients is the Fidelity Investment transaction fee on each trade.
We offer our clients on-call financial planning responsiveness.
...and Who We Are
 Douglas M. Pease, CFP
BA Dartmouth 1958 in History. Active duty U.S. Naval Reserve 1960-1968 in the WestPac area of operations. Elementary science teacher 1969-1973. Term life insurance and mutual fund sales, financial planning 1972-2003. Certified Financial Planner 1977-present. Investment Advisor Representative 2004-present. President, Chairman, Executive Director Silicon Valley Financial Planning Association 2000-2003.
Doug and Sarah have lived in Carmel Valley, CA since 1973 and have been active in Scouts, swim clubs, and other youth activities in which their four now-grown children participated. Doug has been Neighborhood Commissioner with BSA, president of Carmel Valley Kiwanis, and long-term board member of Friends of the Carmel Valley Library. Both enjoy catch-and-release fly fishing for native trout in Sierra streams, especially in the company of their five grand-children.
Austin William Chinn, CFP
 BA Stanford 1966 in Psychology. President of a small, privately held service and fabrication business. After selling the business, he worked with small companies as an independent technical sales consultant. Completed the Personal Financial Planning course at U.C. Santa Cruz Extension in 2004, and was appointed Certified Financial Planner licensee in 2007. Austin is an active member of the Silicon Valley Chapter of the FPA and is currently growing his practice as a fee only financial planner and Investment Advisor Representative.
Austin and his wife Carol have lived in San Jose since 1975, not far from two of their three grown sons and their grandchildren. Both enjoy bicycling various bay area towns and country roads. A fourth-generation Californian, Austin devotes time to community events benefiting breast cancer, Alzheimer's and other charitable organizations.
 Manorama K. Pai
Home Economics BS program, Calicut University, Trichur, India, 1974. Entered the financial services industry at a local bank in 1998, and worked as supervisor at a Santa Ana, CA bank until 2004. Earned Personal Financial Planning Certificate at University of California 2002-2004. Employed as Paraplanner with a financial planning group before joining Fountain Strategies, LLC in September 2007.
Manorama and her husband Ashok have lived in Irvine, California since 1997. Their two children are now grown and on their own, which leaves Manorama time for business, gardening, music and family activities.
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