Fallbrook Fi is a registered investment advisor providing investment advisory and financial planning services. The information provided on this website is for informational purposes only and does not constitute financial, legal, or tax advice. All content on this site is provided "as is" without any warranties, express or implied.
Regulatory Information
Fallbrook Fi is a registered investment advisor in the state of California. Registration does not imply a certain level of skill or training. Further information about the firm, including its advisory services and fees, is available in Fallbrook Fi’s Form ADV, which can be obtained upon request or by visiting the SEC’s Investment Adviser Public Disclosure website.
The information provided on this website is for informational purposes only and should not be construed as financial, investment, tax, or legal advice. While the material presented is believed to be from reliable sources, Fallbrook Fi makes no representations or warranties regarding its accuracy, completeness, or applicability to your specific situation.
Users should consult with a qualified financial professional, attorney, or tax advisor before making any financial or legal decisions.
No Tax or Legal Advice
Fallbrook Fi does not provide tax or legal advice. Any tax or estate planning information is general in nature and should not be relied upon as a substitute for professional legal or tax counsel. Always consult a qualified attorney or tax professional regarding your specific situation.
Investment Risks & No Guarantees
Investing involves risks, including potential loss of principal. No guarantees are made that any investment strategy, recommendation, or financial plan will be profitable or achieve specific outcomes. Users should conduct their own due diligence or consult with a financial professional before making investment decisions.
No Liability & Use at Your Own Risk
All content on this website is provided “AS IS,” without warranties, express or implied. Fallbrook Fi assumes no liability for any errors or omissions in the information provided.
By using this site, you acknowledge that:
You assume full responsibility for any financial, investment, tax, or legal decisions based on the information provided.
Under no circumstances shall Fallbrook Fi be liable for any direct, indirect, special, incidental, or consequential damages arising from the use or inability to use this site.
Fallbrook Fi is not responsible for third-party content linked to or from this website.
No Offer or Solicitation
The information on this website does not constitute an offer, solicitation, or recommendation to buy or sell any security or financial product in any jurisdiction where such activity would be unlawful.
CFP® Certification & Intellectual Property
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and CFP® logo in the United States. These marks are used by individuals who have met the CFP Board’s certification requirements.
