Our Mission
As an independent advisor, our mission is to add tangible value as a trusted financial guide and fiduciary to clients - helping them lead rich, meaningful lives in the present while planning effectively for the future.
Who do we serve?
With headquarters in Cupertino, our financial planning firm is proud to serve individuals, families and businesses throughout California and in other states.
Our bespoke wealth solutions are tailored to successful executives and professionals in several industries inclduing technology and healthcare. We take pride in the fact that our clients represent a wide range of demographics, beliefs, ages, and professions.
Our personalized financial strategy is focused on you.
Our client first philosopy puts your best interests at the forefront of our financial planning strategy and every recommendation.
In an industry rife with conflicts of interest, we believe that we can do better for our clients by keeping concepts and explanations simple, combined with a strong value system of integrity, ethics and intellectual curiosity.
Get to know our founder, Arvind Ven, and let us know how we can help.
Interested in getting news about the market, financial planning tips, and exciting updates about our company and events?
Financial planning offered through Capital V Group, a registered investment advisor and a separate entity from LPL Financial.