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about us

7 Squared Capital Advisors, based in San Francisco, CA, is an office of Garrett Investment Advisors, LLC, an independent Fee-Only financial planning firm.  As Fee-Only advisors, we do not sell financial products nor do we accept commissions.  We feel this minimizes conflicts of interest and is a more objective way to provide financial advice.  We abide by the CFP Board's Standards of Professional Conduct, which includes agreeing to a fiduciary standard of care that places our clients' interests first.

 

Hanson Wong, CFP®

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Our Services

Financial analysis

Investment advisory

income tax planning

insurance & risk management

retirement planning

estate planning*

* Note: Documents Drafted By An Attorney

 

 

Contact

Name *
Name
Phone *
Phone

Our Office

188 South Park Street #4
San Francisco, CA 94107
United States