Oui Financial
www.ouifinancial.comOUI means "Yes" in French, as in Yes to financial freedom. Confused about IRA, Roth IRA, 401K, 403b, 529...? Sell or keep your stock options? How to invest? Leaving the US, what to do with my accounts? We are here to help. We have a simple approach to financial planning. We will first sit with you to discuss your situation, goals, and any concerns you may have. We will help you invest, create a budget, save money, reimburse your debts, plan for your children's education, etc. Our ultimate goal is to empower you to make the right decisions with your money. As registered investment advisor, we have a fiduciary responsibility to act in your best interest. Guillaume Decalf is a registered investment adviser in the State of Washington, California, Texas, Florida, New-Jersey and New-York. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Read moreOUI means "Yes" in French, as in Yes to financial freedom. Confused about IRA, Roth IRA, 401K, 403b, 529...? Sell or keep your stock options? How to invest? Leaving the US, what to do with my accounts? We are here to help. We have a simple approach to financial planning. We will first sit with you to discuss your situation, goals, and any concerns you may have. We will help you invest, create a budget, save money, reimburse your debts, plan for your children's education, etc. Our ultimate goal is to empower you to make the right decisions with your money. As registered investment advisor, we have a fiduciary responsibility to act in your best interest. Guillaume Decalf is a registered investment adviser in the State of Washington, California, Texas, Florida, New-Jersey and New-York. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Read moreCountry
State
California
City (Headquarters)
San Francisco
Employees
1-10
Founded
2018
Social
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French American Independent Financial Planner and Investment Advisor
Email ****** @****.comPhone (***) ****-****