Fourzan Financial LLC (CRD #342018) is a California state-registered investment adviser.
Our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) are available upon request and through the SEC's Investment Adviser Public Disclosure website.
Fourzan Financial LLC is a limited liability company organized under the laws of the State of California and is a state-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The firm provides advisory services to residents of California and transacts business only in jurisdictions where it is properly registered, exempt, or excluded from registration.
As an investment adviser, the firm owes each client a fiduciary duty of care and loyalty at all times.
Investing in securities involves risk, including the potential loss of principal. Past performance is not indicative of future results. No investment strategy can guarantee success, and clients should be prepared to bear the risk of loss.
The information on this website is for general informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment product, or an offer to provide investment advisory services in any jurisdiction where such offer would be unlawful. Nothing on this website is individualized investment, legal, or tax advice.
Tools on this site, including the growth calculator and fee estimator, present hypothetical results based on user-supplied assumptions. They are illustrations only — not predictions or guarantees of actual performance or costs. Actual results vary and may be negative; illustrations do not reflect taxes, third-party fees, or inflation unless stated.
Fourzan Financial LLC does not sell client information. Non-public personal information is used solely to provide advisory services and is shared only with service providers (such as qualified custodians) as necessary to service client accounts, or as required by law.
Fourzan Financial LLC
Chula Vista, California
sergio@fourzanfinancial.com