Silicon Valley Wealth Advisors, LLC

Silicon Valley Wealth Advisors, LLC is a financial planner in San Jose, CA. The firm provides a comprehensive range of services, including wealth management, financial planning, investment management, tax planning, estate planning, and insurance services. They also offer specialized 401(k) services for employers and dedicated financial guidance for airline employees.

The firm is part of Allworth Financial, a partnership that brings expanded resources and technologies to their clients. Originally founded over 30 years ago by Scott Hanson and Pat McClain, the team maintains a deep commitment to client satisfaction, financial well-being, and education. Their approach is built on a fiduciary standard, ensuring that all financial guidance is personalized and aligned with the best interests of the individuals they serve.

The office is located on South Bascom Avenue in San Jose, near Camden Avenue and the San Tomas Expressway. The location is a short drive from Camden Academy and Farnham Elementary School.

The firm is recognized for its long-standing history of over 30 years in business and its dedication to excellence. As part of a larger network, they benefit from a reputation for high client loyalty and a commitment to providing complete, professional expertise to help clients navigate life transitions and reach their investment goals.

Silicon Valley Wealth Advisors, LLC provides dedicated financial planning and wealth management expertise to the San Jose community.