Findec Wealth Services, Inc.

About Findec Wealth Services, Inc.

<p>Founded in 1987, Findec Wealth Services, Inc. works with employers and individuals on retirement plan oversight and wealth management. The firm is headquartered in Stockton in California’s Central Valley, with an additional office in Phoenix, serving clients across the broader Northern California and Arizona metro areas.</p> <p>On the workplace side, Findec provides ERISA 3(21) co-fiduciary advice and 3(38) investment management. That includes plan design support, compliance guidance, and participant-level advice. Findec also offers insurance services for both businesses and individuals.</p> <p>As of 2026, the firm reports $1.0B in assets under management. Findec’s stated values—Family, Integrity, New Ideas, Determination, and Education—show up in its emphasis on ongoing plan support and clear communication with sponsors and participants.</p> <p>What sets Findec apart is the combination of fiduciary roles (3(21) and 3(38)) with day-to-day plan consulting from teams in both California and Arizona, so sponsors can choose the level of delegation that fits their internal resources.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services for workplace retirement plans</li> <li>ERISA 3(21) fiduciary consulting (co-fiduciary)</li> <li>ERISA 3(38) investment manager services</li> <li>Plan design and compliance support</li> <li>Participant education and advice</li> </ul>

Website: https://findec.com/wealth/

Founded: 1987