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Fountain Strategies LLC is an independent, fee-only investment advisory firm registered with the State of California. We offer financial planning and investment management advice to professionals, business owners, military officers, corporate executives, and their families. As independent advisors, we work for our clients, not financial institutions such as insurance firms, banks, etc., and therefore do not collect commissions or referral fees.
We apply careful planning and constant research to best serve our clients’ financial needs which include financial security, educational costs, career changes, retirement, estate transfer and so on. We start by gaining an understanding of a client’s risk threshold and then tailor our suggestions for cash flow, accumulation, insurance, investment and tax strategies against this measure. |
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- BA in History, Dartmouth College, 1958
- Active Duty, U.S. Naval Reserve in WestPac area of Operations, 1960-1968
- 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 of the Silicon Valley Financial Planning Association, 2000-2003
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"I have been a financial advisor more than forty years, during which time experience has shaped my views, philosophy and professional practice into terms I live with comfortably. Happily, technological innovations allow me to respond to and serve loyal clients anytime, anywhere…even fly fishing." |
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- BA in Psychology, Stanford University, 1966
- President of a small, privately-held service and fabrication business
- Independent technical sales consultant for small companies after selling business
- Personal Financial Planning course UC Santa Cruz Extension, 2004
- CERTIFIED FINANCIAL PLANNER™, 2007-present
- Active member of Silicon Valley Chapter of the FPA
- Currently growing practice as a fee-only financial planner and Investment Advisor Representative
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Austin and his wife Carol have lived in San Jose since 1975, not far from two of their three grown sons and grandchildren. Both enjoy cycling 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. |
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- Entered the financial services industry at a local bank, 1998
- Supervisor at a Santa Ana, CA bank until 2004
- Personal Financial Planning Certificate, University of California, 2002-2004
- Paraplanner with a financial planning group
- Joined Fountain Strategies LLC, 2007
- BA in Liberal Arts, Concordia University, 2010
- CERTIFIED FINANCIAL PLANNER™, 2011-present
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Manorama and her husband Ashok have lived in Irvine, California since 1997. Their two children are now grown and on their own, leaving Manorama time for business, gardening, music and family activities. |
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- BA in Geography, University of Colorado, 1981
- MS in Finance, Golden Gate University (San Francisco, CA), 1999, including graduate certificate in Personal Financial Planning
- Mapmaker and digital cartographer, 1981-1988
- Project Analyst and Systems Analyst with Navy subcontractor managing the transfer and modification of a computerized typhoon forecasting system for storms in the South Pacific, 1989-1997
- Financial Planner with firms in Silicon Valley and Monterey Peninsula, 1999-2003
- CERTIFIED FINANCIAL PLANNER™, 2003-present
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Doug was born at Fort Ord, CA and lives in Monterey. He has been a member of the Financial Planning Association, Monterey Bay, since 2002. He currently teaches investment classes at Monterey Peninsula College. Doug's hobbies include hiking, bicycling, and learning to sail on the Monterey Bay. |
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