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About Us

Maintaining our fiduciary duty is of paramount importance to us. We take immense pride in offering high-caliber services that prioritize the best interests of our clients. Transparency and unbiased advice are at the core of our approach, ensuring that every client receives the utmost clarity and guidance. You can trust us to provide you with the information and recommendations you need to make well-informed decisions and navigate the complex world of finance with confidence.

Client Centered

Why Us:

Legacy Finance is a premier second-generation financial planning and wealth management firm located in Old Town Clovis, CA. With a President who holds the prestigious CFA designation, we have a distinctive edge in our industry. Our strong values drive us to fulfill our fiduciary duty by offering high-caliber services, ensuring transparency, and providing unbiased advice to all our clients. Our ultimate mission is to empower you to build a lasting legacy that will be remembered for generations to come.