San Jose, CA Technology Drive Office

Cynthia Combs is a financial advisor at Silicon Valley Capital Partners, L.P. with nine years at the firm and a total of three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TalentSky Inc. for four years. Silicon Valley Capital Partners, L.P. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other entities. The firm uses a top-down macroeconomic framework combined with bottom-up valuation and proprietary momentum indicators to tailor portfolios to clients’ risk tolerance and objectives.

Deana Moncayo is an advisor at Silicon Valley Capital Partners, L.P., holding a Series 65 designation. She has experience working with private ultra-high-net-worth individuals and spent nine years at Wade Financial Advisory, Inc. Outside of her advisory roles, she has spent time in homemaking. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting to individuals, trusts, charitable organizations, corporations, and other business entities. The firm combines macroeconomic analysis with proprietary models and valuation work to tailor portfolios primarily in equities and fixed income according to client risk tolerance and liquidity needs.

Julianne Jeffrey is a financial advisor at Silicon Valley Capital Partners, L.P. with a Series 65 designation and one year of industry experience. She has previously worked at Ensemble Capital Management, LLC, Parallel Advisors, LLC, and SunOpta Trading. Silicon Valley Capital Partners, L.P. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm uses a combination of top-down macroeconomic analysis and bottom-up valuation with proprietary momentum models to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Alison Cornwell is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Silicon Valley Capital Partners since 2022 and spent ten years at Rebalance prior to that. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and combines a top-down macroeconomic framework with bottom-up valuation and proprietary momentum indicators in its investment process.