SF Bay Area

We don't want to spend our days figuring out our finances, we just want to enjoy life. We trust in Arvind which allows us to enjoy our lives.

Redwood City, CA

I am proud to have known Arvind professionally since 2007, and I was thrilled to learn he offers financial planning services. Putting my family’s financial wellbeing in his capable hands has given us comfort because he always has our best interests in mind. I appreciate his thoughtful suggestions and his willingness to explain his ideas to me, sometimes more than once. Arvind is responsive and has earned our trust.

Soquel, CA

It has been a pleasure working with Arvind for almost a decade and having him manage a big part of my retirement portfolio. I appreciate that he gets to know you and works with your overall retirement goals. He offers multiple financial strategies that he can tailor to your individual needs or goals. He is a trusted partner and has given me piece of mind.

San Mateo, CA

“Before we enlisted the services of Arvind as a Financial Advisor, we were not knowledgeable investors. Yes, we had the 401K, stocks and life insurance, but beyond those avenues, we were not proactive in protecting and growing our finances. Arvind breaks down subjects into terms that we can comprehend and does not 'talk over our heads'. Having a Financial Advisor that you can trust is obviously very important. You have to trust that what this person is doing is in the absolute best interest of the client. We trust Arvind with the options that he presents us, and what his inputs are. We have known Arvind for many years and know he works very hard and diligently to assist us and his other clients. We appreciate his efforts to help us in our retirement years and to bringing peace of mind in our lives."

Greater Sacramento Area, CA

"Working with Arvind as we began transitioning into retirement has been one of the best decisions that my wife and I have made. His guidance has taken away the stress of planning. We have worked with several financial advisors during our careers, and knowing that Arvind is an independent fiduciary has really made a big difference in helping to prepare us in the next chapter of our lives. Wish we had met/worked with Arvind earlier in our life, but am glad that our adult children are looking to him for his guidance towards their financial goals."

Los Altos, CA

"After years of doing my own financial planning for retirement, I decided to trust Arvind with managing our accounts because of his breadth of knowledge, partnership with LPL as an independent financial advisor, and, most importantly, his honesty. He listens to our concerns and advises accordingly. He has allowed us to enjoy our retirement with the comfort of knowing that he is available for updates and questions when needed."

Milpitas, CA

"Arvind has been my trusted financial advisor and portfolio manager for 8 years now and counting. He is personable, genuine, and always executes his duties with my individual needs and goals as a guide . For someone like me who has little knowledge or time to follow market trends, his service is invaluable! I especially appreciate the newsletters he puts out periodically to keep us in the know. I feel my financial future is in good hands. SW"

Thank you and keep up the great work.

Los Altos, CA

"Arvind has taken the worry out of financial planning for retirement with his adroit, comprehensive, and friendly advice and service. He is always available to consult when there is a question."

CPA. Atlanta, GA.

"I’ve been working with Arvind Ven since 2021, and I can confidently say that he and his team have made a big impact. From the very beginning, Arvind took the time to understand my goals and tailored a strategy that fit my unique needs and risk tolerance. Not only has he helped me navigate through complex financial decisions with clarity, but he has also taken the time to explain things in a way that is easy to understand. He is always quick to respond to questions and available for a call. His advice is always thoughtful, and he has consistently gone above and beyond to make sure I’m on track. With Arvind, I feel confident. He is someone I fully trust, and I am incredibly grateful for the guidance and support I’ve received over the years."

Southern California

"Arvind became our financial advisor at a pivotal time when I was getting ready to transition from full time work and into retirement. His strategic counsel helped develop a course of action for the future. I appreciate how Arvind gets back to us promptly if we have any concerns, and how he is a calming, stabilizing voice in these chaotic, uncertain times."