Somorjai Marika Financial Planner

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. Generated from their business information

Pro Plans is a company based in Cupertino, CA that specializes in providing strategic planning services to businesses of all sizes. Utilizing a team of experienced consultants, Pro Plans helps clients develop customized plans and strategies to achieve their goals and improve overall performance. Generated from their business information