Silicon Valley Wealth Advisors, LLC
Silicon Valley Wealth Advisors, LLC (CRD# 106017) is a financial advisory firm headquartered in San Jose, CA. They manage $479,396,986 in 1,094 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management479MILLION
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Total Number of Accounts1,094ACCOUNTS
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Average Account Value$438,206
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, WA
Tracy Lasecke (CRD# 2784045) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 25 years of experience in the finance industry. Tracy Lasecke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Linda Nebenzahl (CRD# 4932717) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 16 years of experience in the finance industry. Linda Nebenzahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Randall Ponder (CRD# 1898706) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 30 years of experience in the finance industry. Randall Ponder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Yang (CRD# 2582775) is an Investment Advisor Representative working at Silicon Valley Wealth Advisors, LLC in San Jose, CA and has over 26 years of experience in the finance industry. Scott Yang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.