Our Firm

The Financial Coaching Group is a Registered Investment Advisor, licensed and regulated by the SEC. “FCG” works throughout California to provide institutional-grade portfolio management and investment management services to individuals, families, retirement plans, insurance companies, CPAs, attorneys, and institutions.

The Financial Coaching Group’s philosophy is based on Nobel-Prize research and 50+ years of academic studies. Our desire is for each “FGC” client to have a successful investing experience. We believe this is best achieved by investing in a globally diversified portfolio of low-cost, institutional asset class funds, selected for your specific risk tolerance and circumstances.

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Content from this site should not be republished or broadcast without the express written consent from The Financial Coaching Group. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by The Financial Coaching Group, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter. The Financial Coaching Group expressly disclaims all liability in respect to actions taken based on any or all of the information on this website and expressly disclaims any duty to update the information on this website. The Financial Coaching Group is a Registered Investment Advisor Firm in the State of California. Michael L. Stokes is a Registered Investment Adviser with The Financial Coaching Group. Our ADV Part II can be requested at anytime by contacting our office.

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