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Call, write or email us — we'd like to talk with you about your financial planning and investment management needs. In addition to our Carmel Valley headquarters, we have offices in Monterey, San Jose and Irvine, California.
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Fountain Strategies LLC
P.O. Box 845
Carmel Valley, CA 93924-0845
Tel: 831.298.7036
Fax: 831.621.4640
Advisor: Douglas M. Pease, CFP®
Email: doug@fountainstrategiesllc.com |
Get started with our planning package by phoning or emailing a Fountain Strategies advisor. Provide your full name, birthdate, email address and phone number. We will email a link to your secure PreciseFP client questionnaire, an invitation and the online client tutorial to aid you when filling out the questionnaire. |
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Fountain Strategies LLC - San Jose
3168 Kawalker Lane
San Jose, CA 95127
Tel: 408.516.4682
Advisor: Austin W. Chinn, CFP®
Email: austin@fountainstrategiesllc.com
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Fountain Strategies LLC - Monterey
127 Montecito Avenue, #8
Monterey, CA 93940
Tel: 831.643.1958
Advisor: Doug M. Roesser, CFP®
Email: roesser@fountainstrategiesllc.com
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