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Submitted URL: https://svwadvisors.net/
Effective URL: https://allworthfinancial.com/silicon-valley-wealth-advisors
Submission: On January 01 via api from US — Scanned from DE
Effective URL: https://allworthfinancial.com/silicon-valley-wealth-advisors
Submission: On January 01 via api from US — Scanned from DE
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Skip to content * Services * Retirement & Financial Planning * Investment Management * CPA & Tax Services * Estate Planning * 401(k) For Employers * For Airline Employees * Working With Us * Why People Work With Us * Office Locations * FAQs * Our Fees * About * Our Advisors * Leadership Team * Advisory Firm Partnerships * Allworth Kids * Insights * Workshops & Webinars * Podcasts * Checklists * Guides * Articles * Retirement Calculator * See All * Meet With Us * Locations * Login * Contact * Services * Retirement & Financial Planning * Investment Management * CPA & Tax Services * Estate Planning * 401(k) For Employers * For Airline Employees * Working With Us * Why People Work With Us * Office Locations * FAQs * Our Fees * About * Our Advisors * Leadership Team * Advisory Firm Partnerships * Allworth Kids * Insights * Workshops & Webinars * Podcasts * Checklists * Guides * Articles * Retirement Calculator * See All * Meet With Us * Office Locations * Client Login * Contact Us Until we are fully integrated with Allworth Financial, click here to access your accounts. All of us from Silicon Valley Wealth Advisors are still here in Half Moon Bay and the San Jose region, although we have recently formed an exciting new partnership with award-winning, California-based, fiduciary advisor, Allworth Financial. Founded over 30 years ago by Scott Hanson and Pat McClain, Allworth Financial not only mirrors our devotion to client satisfaction, financial well-being, and education, but also recently had a fourth “Best in Class” designation bestowed upon them by the National Business Research Institute, which ranks Allworth among the most admired brands in the entire financial services industry. Our Half Moon Bay office will remain located at 755 Main Street, Half Moon Bay, CA 94019, but we will be moving from our San Jose office just down the road to a new location at 2105 S. Bascom Ave, Suite 255, Cambell, CA 95008. We do have new email addresses, which you can find below our pictures at the bottom of this page and you can continue to contact us by phone at (408) 688-0888. You have been redirected to the Allworth Financial website, where you will find all of us from SVWA awaiting the opportunity to help you reach your financial and investment goals, and, of course, working together to help you navigate any life transitions. Most importantly, we want to thank you for the trust and confidence you have placed in us. With the added resources and technologies introduced by Allworth Financial, we will soon be able to offer you even more services, and each of us at Silicon Valley Wealth Advisors feels honored to be able to continue to serve as your partner, friend, and advisor. Please let us know if you have any questions. We look forward to seeing you soon! You can learn more about our partners at Allworth Financial, here. CLIENT LOGINS Fidelity ORION Charles Schwab my529 eMoney TRACY LASECKE tracy.lasecke@allworthfinancial.com SCOTT YANG scott.yang@allworthfinancial.com SCOTT PONDER scott.ponder@allworthfinancial.com ERIN KINCHELOE erin.kincheloe@allworthfinancial.com VAN HONG van.hong@allworthfinancial.com TRACY LASECKE tracy.lasecke@allworthfinancial.com SCOTT YANG scott.yang@allworthfinancial.com SCOTT PONDER scott.ponder@allworthfinancial.com ERIN KINCHELOE erin.kincheloe@allworthfinancial.com VAN HONG van.hong@allworthfinancial.com * Services * Retirement & Financial Planning * Investment Management * CPA & Tax Services * Estate Planning * 401(k) for Employers * Working With Us * Why People Work With Us * Office Locations * FAQs * Our Fees * Client Login * About * Advisors * Our Leadership * Advisory Firms Partnerships * Allworth Kids * Careers * Form CRS * Insights * Workshops & Webinars * Podcasts * Checklists * Guides * Articles * Retirement Calculator * See All * Meet With Us * Talk with an Advisor * Contact Us © 1993-2024, Allworth Financial. All rights reserved. * * * * Privacy Policy | Disclosures | Cookie Preferences | Do Not Sell or Share My Personal Information Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck. HMRN Insurance Agency, LLC license #0D34087 1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. 2 Retention Rate Source: Allworth Internal Data, FY 2022 3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 6 2021 Value of an Advisor Study / Russel Investments 7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC. 8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. 9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database. ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry. ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization. †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Important Information The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.