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About us

Four C Financial is an independent investment firm based in Palm Desert, California, and is the vision of experienced financial advisor Dustin Metcalf. Over the last 10 years, we have worked with a variety of clients in more than 15 different states and across several industries, including healthcare, technology, entertainment, and sports.

At Four C Financial, we have a singular focus on the success of you, our clients. We utilize an open architecture platform that allows us to choose from the top money managers in the industry, all while negotiating the lowest costs available for you. We utilize industry partnerships with innovative technology firms that focus on tax-smart investment management in order to provide opportunities to reduce your current tax bill and potentially increase your long-term wealth.

We put an emphasis on educating you on markets and the specific investments you own. We have found that when you have a better understanding of what you own, why you own it, and how much it costs, you can then focus on the long-term success of your investments rather that the short-term volatility that exists in markets.

Our commitment to you

At Four C Financial, we are committed to supporting your education and financial success through transparency and sound decision-making. Our aim is to deepen your understanding of your assets, and we strive to ensure those investments and future decisions align to your financial goals. We are dedicated to providing clarity around our consultative services, helping you optimize expenses and get the most out of our services.

Your financial success is our top priority

By engaging Four C Financial, take ownership of your investments and feel confident that we have your best interest in mind every step of the way.

Connect with our team today

LEGAL

Form ADV Form CRS – ADV Part 3Privacy Policy Business Continuity Plan Important Disclosures and Disclaimers Investing involves risk, including the loss of principal

PHYSICAL

73000 Highway 111, Suite 202

Palm Desert CA 92260

info@fourcfinancial.com

760.491.1499

Investment advisory services are offered through Laurel Wealth Advisors, Inc., a registered investment adviser. Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC. The information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority; registration as an investment adviser does not imply a certain level of skill or training. Please refer to "Important Disclosures & Disclaimers " for additional details. Four C Financial brokerage services and securities are offered through M.S. Howells & Co. Member FINRA/SIPC. M.S. Howells & Co. is not affiliated with Four C Financial. For additional information on Laurel Wealth Advisors ("LWA") or your Advisor Representative, please visit wwww.adviserinfo.sec.gov, or contact LWA directly at 990 Highland Drive, Suite 205 Solana Beach, CA 92075 or 858.459.1101.  www.laurelwa.com.