About Our Financial Planning Firm

Financial concepts and retirement planning can be stressful and seem complex, especially if you try to go it alone. In this era of constant accessibility and information overload, it is ironic that there is more confusion and a general lack of financial awareness.  

At the Capital V Group, we believe in doing our best by creating and simplifying your financial plans at every stage of life, including retirement planning. Your future is too important to leave to chance. Our financial planning firm stands apart from the rest because we see ourselves as your financial coach and personal CFO with fiduciary responsibility, guiding you through every wealth management decision. 

Who Do We Serve?

With headquarters in Cupertino, our financial planning firm is proud to serve individuals and families throughout the Bay Area and beyond. From Sacramento to southern California, we are available to help you. Who are our clients?

Our team has deep experience with both professionals and executives in the technology industry, medical profession, education, entrepreneurs, retirees, and government employees. We take pride in the fact that our clients represent a wide range of demographics, beliefs, ages, and professions. The diversity of our client base is representative of our great nation.

A Personal Financial Strategy Focused on You

Your best interests are at the forefront of our financial planning strategy and every recommendation, instead of focusing on commissions or our own personal gain.

In an industry rife with conflicts of interest, we believe that we can do better for our clients keeping concepts and explanations simple, combined with a strong value system of integrity, ethics and intellectual curiosity.

Get to know our founder, Arvind Ven, and let us know how we can help.

“Financial planning offered through Capital V Group, a registered investment advisor and a separate entity from LPL Financial."