Due to our close proximity to Silicon Valley Vela Financial has been able to develop a speciality in serving those who work in the technology industry. As a tech professional we understand that you are often juggling a demanding career and maybe a family.
At Vela Financial, your time is valuable to us and so is your hard-earned money. We help professionals, just like you, maintain their investments and 401K, while minimizing risk. We want to make sure you keep the money you’ve earned and invested.
Most tech clients we work with have lucrative compensation incentives that allow them to grow with their company, which offers huge upside potential. We work with our clients to preserve the wealth they’ve created. What sets us apart is we not only seek to minimize the risk in the portfolio, we take a hands-on approach to also guide our clients in a tax efficient way.