Wealth Planning and Investing

At FB Investment Services, a division of Fremont Bank, our mission is simple: To build a relationship with our clients that helps us understand their needs and goals so that we can help them pursue financial independence for the years ahead.

How Can We Help You

Wealth Planning & Investing Services

Guidance to Your Goals

Our holistic planning services meet you where you are at any stage of life. Every investment product we suggest is carefully chosen to align with your individual needs; we do not offer proprietary products.

Retirement Planning

Retirement does not simply begin at 65; it’s a journey that begins today.
 

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Estate Planning

Ensure a smooth transition for your heirs and beneficiaries.

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Insurance

Let our LPL Financial Advisors help you determine the right amount and type of insurance for your needs.

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College Savings Plans

Help support your child’s or grandchild’s education.
 

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Investment Advisory Services

At FB Investment Services, a division of Fremont Bank, we offer access to investment services and products for every stage of life and all financial circumstances.

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4 Ways to Get Started

Let us help you be financially prepared for tomorrow and preserve your wealth for future generations.

Talk to a Professional

Tell us about
your goals

Contact an Advisor

Learn More

Explore curated
educational resources

Advance Your Knowledge

Meet Our Team

Find an LPL Financial
Advisor

Find an Advisor

Schedule a Complementary
Consultation

Call us at

(800) 400-7067

Check the background of your financial professional on FINRA's BrokerCheck

The financial consultants at FB Investments Services are registered representatives with, and Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Investment Services, a Division of Fremont Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL who offer products and services using FB Investment Services, are also employees of Fremont Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fremont Bank or FB Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT A BANK DEPOSIT NOT GUARANTEED BY THE BANK MAY LOSE VALUE
NOT FDIC-INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Charles H Shreve III | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0A42026
Allan Alcayde | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0777985
Terry Bailey | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0H47163
Oscar Harrison | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0L81723
Antione Haynes | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0K81577
Brian Nguyen | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0F74006
Matthew Weaver | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0K72872
Demetrios Zarefakis | CA | 3909B Decoto Road, Fremont | CA Insurance Lic. # 0H21648