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About FinDec
FinDec Wealth Services, Inc. is a registered investment advisory firm based in Stockton, California. Founded in 1983, the firm focuses on client-centric financial planning and wealth management. It operates under the parent company FinDec Co. and emphasizes education, innovation, and community-driven principles.
The company offers a range of services, including private wealth management for high-net-worth individuals and families, comprehensive retirement planning, and ERISA-compliant plan services for employer-sponsored retirement plans. FinDec also provides third-party adviser reviews to evaluate external investment managers and ensure compliance. Assets are managed through a custodial partnership with Charles Schwab, ensuring security and operational efficiency. The firm is committed to transparency and fiduciary responsibility, with a focus on adapting to the evolving needs of its clients.
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