Chris Duke (CFP®)

Chris Duke focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs

Planning Specialties

Silicon Valley Wealth Advisors provides transparent, personal financial planning, portfolio management and tax planning services to people with diverse wealth management needs.

Our services are specifically designed to meet the needs of successful individuals in transition, who are often faced with multiple—and sometimes competing—financial needs.

Our clients may be:

  • Experienced professionals who need advice on managing stock options
  • People seeking guidance on investment allocation
  • Parents interested in the best strategies for financing a child’s college education
  • Individuals who are nearing retirement and interested in planning for future long-term-care needs
  • Children who are providing financial support for aging parents
  • Divorcees and widows who want to create a secure financial future

Whatever your specific situation, our comprehensive services help you reduce the stress of major­ life transitions, minimizing worry and building security in the process. As your advisor, we partner with you, developing a complete understanding of your financial situation so that we can make recommendations that will help you maximize your wealth and achieve your goals.

Additional Information

Chris Duke, CFP® joined Silicon Valley Wealth Advisors in November. Before joining the group he was a Financial Advisor with Waddell & Reed. Prior to working in wealth management, Chris worked for the better part of two decades in various positions with the technology and management consulting space.

Chris is a graduate of San Jose State University. Chris has two small children. In his spare time he enjoys skiing and cycling, and is training for a “century” bike ride. Chris is committed to his community, serving in various roles within his church, the Rotary Club of San Jose, and has been known to coach the occasional soccer team.

NAPFA Start Date

October 02, 2017

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This Office

3190 S Bascom Ave Ste 210 San Jose, CA 95124-2510 Phone: (408) 688-0888