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Austin W. Chinn, CFP®

Fountain Strategies, LLC

3168 Kawalker Lane
San Jose, CA 95127
Phone: (408) 516-4682
Fax: (831) 621-4640

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Medical & Health Issues
  • Nontraditional Households
  • Special Needs

 

How Planner Charges

Considerations: No minimum asset or income requirement. Annual retainer paid quarterly in arrears, or Fresh Look one time project.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.