Equityftw

Location not listed. Legal name: Equity for the WIN LLC

1 advisor1 officeFee-only

Call (408) 550-6132Search this firm’s advisors

About the firm

A registered investment advisory firm. Services include financial planning, educational seminars and workshops.

How they work

How they’re paid ?Hourly fees; Flat or fixed fees

Typical client size ?Not stated

Assets under management ?Not stated

Individual clientsNot stated

Median years of experience8

FoundedNot stated

Services

Financial planningEducational seminars and workshops

Advisors at Equityftw

1Advisors

8Median years of experience

1States with offices

1Offices

Near me 10+ years 20+ years CFP®?Fiduciary?Fee-only?Financial planning?Retirement plans?

1 advisor · Equityftw

List Map

NearestMost experienced Name

Equityftw

8yrs

Charles Stermetz

Financial advisor

Morgan Hill, CA

8 years in the industry

CFP®FiduciaryFee-only firm

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Also known as

Equity for the WIN LLC

About Equityftw

How do I contact Equityftw?

Call the main office at (408) 550-6132. The main office is at , .

How is Equityftw paid?

The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Equityftw offer?

Financial planning, Educational seminars and workshops.

How many advisors work at Equityftw?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.