Contact

info@ouifinancial.com

Tel: (415) 574-0662​

855 Lincoln Way

San Francisco, 94122

California

Hours:

Monday through Friday:

9 am to 12 pm and 2 pm to 8 pm

Saturday: 9 am to 12 pm

By appointment only

Other hours, contact me

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INVESTMENTS

We do not sell financial products.

Our ultimate goal is to empower you to make the right decisions with your money.

We are heavily invested in watching you grow into educated decision-makers and will draw up a feasible plan to help you reach your financial goals. We work with our clients in the following areas:

SERVICES

The first session is

 FREE.

  - Book Now -  

Your money is never blocked and can be withdrawn at any time.

You know where your money is invested at all times.

By default, we invest in socially responsible funds.

We only invest in liquid investments.

We offer you a cash strategy with high returns.

If you have more than 5 million dollars in assets, we offer you specific investment or philanthropy strategies in the US and/or France to optimize your assets.

We offer you a choice between different investment platforms.

Pricing

2%

<$100,000

GRATUITE. FREE.

2%

$100,000 à

$200,000

-

6 séances de planning financier.

1.5%

$200,000 à

$500,000

-

Séances de planning financier

illimitées

1%

$500,000 à

$1,000,000

-

Séances de planning financier illimitées.

0.75%

$1,000,000 to

$2,000,000

-

Unlimited sessions of financial planning.

0.5%

+$2,000,000

-

Unlimited sessions of financial planning.