Silicon Valley Financial Group

Silicon Valley Financial Group is a financial planner in San Jose, CA, serving individuals, families, and small businesses across the greater Bay Area. Specializing in estate planning, personal financial strategy, investment management, and employee benefits, the firm helps clients grow, protect, and conserve wealth through customized, long-term planning. With a foundation in the community since 1953, the firm emphasizes personalized service and integrity in every client relationship. It maintains a 4.2-star rating based on five reviews, reflecting consistent client satisfaction. The firm’s service area extends throughout Silicon Valley and surrounding regions, with a deep commitment to multi-generational client relationships.

Founded in 1953 by Ted Schenk, Silicon Valley Financial Group evolved from a life insurance agency into a comprehensive financial services firm. Over decades, it expanded through strategic mergers and leadership transitions, eventually becoming a family-run business led by the Issa family. Nader Issa, who began his career in 1974, and Ken Paige, who joined in 1976, played pivotal roles in shaping the firm’s direction. The company was renamed Silicon Valley Financial Group in 1996, reflecting its enduring presence and evolving expertise. Today, the firm continues to operate with a focus on personalized financial advice, offering services in retirement planning, tax reduction, college funding, special needs planning, and business succession, all delivered through a structured, client-centered process.

The business is located on South Bascom Avenue, about 0.1 miles from the Bascom Branch Library and the Bascom Community Center, and approximately 150 meters from the MBDA Business Center. It sits near the Stratigraphy public artwork and is within a short walk of Waterworks Aquatics, situated in a commercial corridor that serves the surrounding neighborhood.

Silicon Valley Financial Group stands out for its well-documented presence across digital platforms and a website optimized for search engines, ensuring clients can easily find accurate, up-to-date information. Its consistent and transparent business details enhance trust and accessibility. The firm’s long-standing reputation, rooted in service and expertise, reinforces its standing as a dependable financial partner in San Jose.

With decades of experience and a legacy of family-driven service, Silicon Valley Financial Group remains a trusted advisor in San Jose’s dynamic financial landscape.

Services:

• Diabetes Management
• Employee Benefits
• Endocrine Surgery Consultation
• Estate Planning
• Hormone Therapy
• Investment Management
• Metabolic Syndrome Care
• Retirement Planning