- Financial District, Palm Beach Gardens, 3801 PGA Boulevard, Suite 600
- (877) 653-9239
- info@ffglobalcap.com
About Us
Choose the right partner who understands your needs
About Us
WHAT WE BRING TO THE TABLE
FF Global Capital is a specialty wealth management firm dedicated to serving our global clients. We offer individuals, families, and businesses a full array of financial solutions to help throughout life; whether it is growing your wealth, planning for your child’s education, funding your retirement confidently, or leaving a legacy that continues beyond your life, our financial advisors are here to support you.
We are about, You
There is no single best investment; however, some are more suitable, and in combination, they will match your needs.
Our Fiduciary Role
We are legally bound to put your interests first.
Strategic and Tactical
We only make data-backed decisions.
We Think Globally
We seek global investment opportunities as well as serve international clients.
Meet our MANAGEMENT TEAM
Frank Fu, CFP®, ChFC®
President and Chief Executive Officer
Bradley Atkins
Managing Partner
Daniel Shanahan
Managing Partner
Schiller Xi
Senior Vice President
Why us our approach
Many financial advisors will claim that they “customize” investment plans, but our style of personalized investment planning is rare to find. Many other advisors are providing advice using simple computer models, without even knowing the reasons behind their investment recommendations.
At FF Global Capital, we spend time on YOU. Our financial advisors devote the time needed to understand your present situation, and goals. We are here for you. Our time is not limited, we want to address all your questions and any concerns; and will explain the reasons behind our investment recommendations and how they fit your goals.
Your First Meeting
You’ll usually discuss the financial planning process, what you would like to accomplish and how your CFP® professional can help you.
Financial Planning Begins
The next step is for your CFP® professional to begin providing financial planning. Their first job is to gather information about your current finances and talk with you about your needs, priorities and goals.
Analyzing Your Financial Strengths And Vulnerabilities
Depending upon your personal circumstances, this includes your cash flow, asset protection, employee benefits, emergency fund and other financial data.
Developing Financial Planning Recommendations
When he or she presents that plan, the process is designed to give you the opportunity to provide feedback and ask questions.
Putting Your Financial Plan Into Action
If your planning agreement includes implementation and monitoring, you will need a timeline for implementation, as well as details defining what will be monitored and how often, and when the recommendations will be updated.
Expect A Collaborative Partnership
You will need to work together to review the performance and progress of the plan through time. When there are changes in your personal circumstances that may call for adjustments to your plan.
Benefit of Work with a CFP®
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Meets requirements established by CFP® Board.
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Makes a commitment to CFP® Board, as part of their certification, to place your best interests first.
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Has demonstrated the knowledge required to deliver holistic financial planning.
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Must have a minimum of 2 years of financial planning experience.
