Bay Area Planners is a division of AMPA Inc., a Registered Investment Advisor in the State of California. We provide comprehensive retirement planning services to our clients. We have a fiduciary duty to place our client’s interests above our own.

Your privacy is of utmost importance to us. You can visit this website without telling us who you are or providing your personal information such as your social security number or account numbers. This website does not collect personal information, or cookies. If you have questions concerning this privacy policy, or if you become concerned about your privacy when using this site please contact us at (408) 725-7135. We are committed to your privacy and to ethical web practice.

No performance guarantees or testimonials are allowed on this site by regulation.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of David Beck, President, Bay Area Planners. Material presented is believed to be from reliable sources while no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Financial planning and investment advisory services are offered by AMPA Inc. dba Bay Area Planners, a registered investment advisor in the state of California. This communication is strictly intended for individuals residing in the State of California where AMPA Inc. is licensed. No offers may be made or accepted from any resident outside of California.

Information concerning the licensing status or disciplinary history of an Investment Advisor (IA) or IA representative is available on the Internet at www.adviserinfo.sec.gov. You can search this site by the unique identifying CRD number for Bay Area Planners: 144665.
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