CAPABILITY STATEMENT

FinDec Co.

Cage Code: 8WN89 | Duns#: 048665382

FinDec℠ provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. We pave the path for life’s financial journey, providing financial peace of mind along the way.

We are embracing new technologies in order to streamline our processes and enhance the client experience.

We have brought on team members over the years who have shared in the vision of helping people build wealth over time.

FinDec’s “can-do” attitude and unwavering dedication to our clients’ financial success propels us forward.

About Us

At FinDec Co, we offer a wide range of services to individuals and businesses, including workplace retirement plans, insurance services, comprehensive wealth management, consulting, and third party administration, as well as recordkeeping. 

Our experienced professionals are committed to helping our clients build and protect their wealth over time. We understand the importance of having the latest technology, so we are constantly innovating and embracing new technologies in order to streamline our processes and enhance the client experience. 

We pride ourselves on our “can-do” attitude and unwavering dedication to our clients’ financial success. Through our personalized, comprehensive approach and focus on educating and informing our clients, we strive to help them make the best financial decisions possible

Learn more

PAST PERFORMANCE

Antonini USA

-Karen Wuellner
-kmwuellner@antoniniusa.com

Perforce

-Alison Navarra
-alisonnavarra@gmail.com

GoPro

-Alena Roland
-aroland@gopro.com

Contact Us

MICHAEL LEE

1776 W March Lane Ste 190 Stockton, CA 95207