Traveka Wealth

We strive to help individuals and families understand what’s important to them and how they can achieve their long-term financial goals. Our goal at Traveka Wealth is to help clients traverse the ups and downs of their financial lives, to be empowered to make good decisions, and have a trusted partner to help them see the path forward. We believe in transparency, accountability, and that our clients and their needs always come first, without exception.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

690 Saratoga Ave., Suite 100 San Jose, CA 95129 Phone: (650) 397-2395

Primary Office

690 Saratoga Ave., Suite 100 San Jose, CA 95129 Phone: (650) 397-2395