Wealth Management in Cupertino, CA

Capital V Group is a San Francisco bay area and Silicon Valley based wealth management firm located in Cupertino, California. We serve clients throughout the San Francisco Bay Area and beyond. Our goal is to understand your financial planning and retirement needs, developing customized strategies to help you plan for a sound financial future. Our advisors excel in breaking down complex financial concepts into step-by-step recommendations tailored to your situation.

 
edited.jpg
blackboard-background.jpg

Have You Wondered If:

- Your financial choices and investments are going to get you where you want to go?
- Your money working hard enough for you? You sure work hard enough for your money!
- You are exposed to any risks and if you are making good decisions with the right investments?

You’re not alone. If questions like these have crossed your mind, reach out to us. We are here as more than a financial advisor; we can be your trusted financial counselors and personal CFO. No more wondering if what you’re doing is in your best interest.

What does being independent mean for you? As an independent Registered Investment Advisory firm, we do not have sales quotas or products to promote. We are educators, planners and researchers; not sales people.

 

Want to Meet with an Advisor?

Our Process

Gather Information

Set Goals

Build a Plan

Capture.jpg

LPL Research

See what some of the top thought leaders in finance are talking about.

Arvind Ven is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of California.