Silicon Valley Wealth Advisors

Financial Services - , California, United States

Silicon Valley Wealth Advisors Employees
Lisa Ozaki

Financial Planning Associate

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Charles Tran

Financial Planning Associate

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Scott Yang

Senior Wealth Advisor

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Scott Ponder

Principal and Sr. Financial Advisor

Contact Scott Ponder

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Silicon Valley Wealth Advisors Details

Silicon Valley Wealth Advisors, LLC, is an independent, fee-only wealth management and financial planning firm with convenient locations in Half Moon Bay and Campbell, California. Our professional financial advisors and investment specialists help wealthy individuals and families manage their investments and make sound financial decisions. Based on your needs, our team skillfully builds and manages comprehensive financial solutions for your life.We offer comprehensive portfolio management and strategic oversight in order to reach your long-term investment objectives. We also offer comprehensive personal financial planning, retirement planning and tax planning services. As financial advisors, we build relationships that go beyond traditional financial planning models, which results in a more valuable financial life planning approach for you. We have a strong track record because we take the time to completely understand your financial life and goals. We also rely on our extensive network of leading industry specialists, tools and resources so that we can best prepare you for a fulfilling financial future.

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Website: svwadvisors.com
Employees: 1 - 10
HQ:
Location: , California, United States
Revenue:
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