Fairway Financial Consulting

Fairway Financial Consulting is a Financial Planner in Union City, CA. The firm provides coordinated tax, financial, mortgage, real estate, insurance, and advisory guidance tailored to individuals, families, and business owners throughout the Bay Area and beyond. Services include tax preparation and planning, insurance, real estate and loans, and advisory and financial coaching. The practice offers a complimentary review for prospective clients.

Gurvinder Aujla, the Founder and Principal, brings more than 20 years of experience across wealth management, banking, tax planning, and financial services, including prior roles with Merrill Lynch, BNP Paribas, and JPMorgan Chase. She has experience investing in real estate since 2004. As an IRS Enrolled Agent, she holds Series 7, 63, and 66 registrations, along with insurance, mortgage, and real estate licenses. She earned degrees in Managerial Economics and Psychology from the University of California, Davis, as well as an MBA.

Gurvinder’s approach is proactive, personal, and grounded in clear recommendations rather than one-size-fits-all solutions. The firm connects tax decisions with long-term financial goals, helping clients reduce avoidable taxes and build a clearer path forward. Services are tailored to each client’s circumstances, focusing on clarity, suitability, and peace of mind. The firm provides tax-smart planning and integrated guidance to help clients identify opportunities, avoid costly surprises, and make informed financial decisions.

Fairway Financial Consulting is located at 2525 Trailside Way in Union City.

The firm’s combination of tax expertise and financial planning provides Union City clients with integrated guidance for their financial lives.

The firm is situated on Trailside Way in Union City, just over a quarter mile from Alvarado-Niles Road and the Beard Staging Area along the Alameda Creek Regional Trail.

BizScoreAI awards the business a Discoverability score of 100 out of 100, which ensures AI crawlers can access every page so the business can be recommended by AI assistants. The Technical score is 91 out of 100, confirming the website is secure and indexable for search engines to read without errors.