A complete list of active advisors currently associated with Fourzan Financial LLC

Warmer can help you find a great advisor at Fourzan Financial LLC or one who fits your needs even better.

Fourzan Financial LLC is an independent registered investment adviser serving individuals, high-net-worth individuals, families, and trusts with discretionary portfolio management and financial planning services provided either standalone or as part of an integrated relationship. The firm manages retirement accounts and also provides non-discretionary advice on held-away assets such as 529 college savings plans. The firm’s investment process combines top-down macroeconomic analysis with fundamental security-level research to construct portfolios around a low-cost passive core with selective active tilts implemented via ETFs and individual equities. In addition to its core blended strategy, it offers a separate, research-driven Focused Equity Strategy that concentrates holdings into a limited number of high‑conviction equity positions and may employ margin when deemed appropriate. Operationally, the firm is small—managing approximately $633,000 in discretionary assets as of August 2026—and is led by a single principal who conducts all account reviews while operating with supporting personnel rather than as a pure solo practice. Noteworthy differences from many peers include the availability of concentrated equity exposures and allocations to nontraditional ETFs (including digital-asset and precious-metal products and TIPS), explicit client responsibility for proxy voting, and routine advice on held-away education-savings accounts.

To learn more about the advisors currently working at Fourzan Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sergio Fourzan	Chula Vista, CA	0

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