Future Legacy Management

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21631 Stevens Creek Blvd
Cupertino, CA 95014
+1 (408) 446-3337
https://futurelegacy.com

Future Legacy Management, located in Cupertino, CA, specializes in comprehensive financial planning for individuals and corporate retirement plans. Founded by Marika Somorjai, who brings over 18 years of experience, the firm has developed the Circle of Financial Health to guide clients through the three phases of financial planning.

Future Legacy offers a range of services including estate planning, educational funds, and insurance-based products, while ensuring compliance with state regulations. Their investment advisory services are provided through registered representatives, emphasizing a commitment to informed financial management.

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United States›California›Cupertino›Future Legacy Management

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