Heart to Heart Foundation

Future Legacy is a comprehensive financial planning firm located in Cupertino, CA, offering a range of services including portfolio protection, insurance-based products, estate plans, and corporate retirement plans. With over 18 years of experience, owner Marika Somorjai has developed the Circle of Financial Health to guide clients through the three phases of their financial planning process. As a registered investment adviser and broker dealer, Future Legacy provides investment advisory services through Cambridge Investment Research Advisors, Inc. and securities through Cambridge Investment Research, Inc. While they are currently registered in California, Nevada, New York, and Michigan, their tax and legal guidance should not be relied upon as advice and clients are encouraged to consult with their own tax and legal counsel.Generated from the website