Financial Fitness Center, Inc. is an independent tax and financial services firm. Our team is uniquely qualified to help you address all elements of your financial health in order to build and preserve assets while minimizing taxes. For over 35 years, we have been serving individuals, families, small business and real estate owners, and, in particular, women, in the San Francisco Bay Area.
We focus on providing integrated strategies as we attend to your tax & financial needs. Our goal is to have a positive impact on your life by helping you navigate the complexities of tax and financial planning with strategies that support your financial well-being.
Our team of tax, financial, insurance and real estate advisors serve as valuable resources for your unique situation—all in one place.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
Our team at the Financial Fitness Center™ seeks to empower clients by providing trusted guidance and objective advice to their clients. Our goal is to build long lasting relationships, and employ integrated strategies that strengthen and support each client's financial well-being.
As a team, we strive to do everything in our power to keep our clients focused on where they want to go, offer advice on how to get there, and provide guidance along the way. We think outside of the box with our investments and help our clients focus on what matters most, rather than having to stress about their tax or financial situations. We look at more than a client’s assets- we look at their dreams, aspirations, and what they would accomplish if they were more financially flexible.