Top elder care planning financial advisors working with high-net-worth individuals in Sunnyvale, CA

Steven Hoffman is a financial advisor with IP Financial Advisory Services LLC in Sunnyvale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. In addition to his advisory role since 2020, he has been a financial education instructor at Sunnyvale-Cupertino Adult School and a college planning consultant at Hife College Planning since 2013. Hoffman is also CEO of Backproject Corporation, a medical device manufacturer. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also refers clients to third-party investment advisors while providing a range of consulting and insurance-related services.

William Donnelly is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds the Series 63 designation and has worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. He is also the CEO and president of Donnelly Accountancy Corporation, a CPA firm, and has been involved in both accountancy and investment advisory businesses for several decades. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Shrddha Singhi is a financial advisor at LPL Financial with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Bank and its clearing division, as well as BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Conway is a financial advisor at Conway Partners with two years of industry experience. Prior to his work in financial advising, he has been operating John Conway Law since 1992. Outside of finance, he is also a restaurant owner. Conway Partners provides wealth management, financial planning, consulting, and investment management services to a variety of clients, including individuals, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and insurance companies. The firm’s investment approach centers on diversified, asset-allocation portfolios using low-cost ETFs and third-party independent managers, with additional services covering retirement plan consulting and specialized financial planning.

Saravanaraj Sathyaseelan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Bloom Global, Inc., GT Securities, Inc., and ArightCo. Outside of his advisory role, he serves as a director of BloomSports, a youth basketball league. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and related services. The firm employs in-house model portfolios, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with seven years of industry experience. He has been with Legacy Wealth Advisors since 2016. Outside of his advisory role, he operates a seasonal business installing Christmas lights. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities by providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental and technical analysis to implement a range of investment strategies tailored to client objectives.

Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

Carol Gosho is a Certified Financial Planner® with 24 years of industry experience. She has been the principal advisor at Gosho Financial Group since 2011. The firm serves individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants by providing fee-based investment advisory services and non-discretionary financial planning. Gosho Financial Group employs a tactical allocation approach using fundamental, technical, and cyclical analysis to manage custom discretionary portfolios and offers educational seminars and plan-level consulting as part of its pension services.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

Taras Zatvarskiy is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Nordstrom for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement-plan advisory services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.