Your Independent Retirement Plan Partner

Our Philosophy

Silicon Valley Retirement Services is an independent, unbiased retirement services company.  Our mission is to enable clients to achieve their goals by providing customized retirement, advisory, and executive benefit solutions with the utmost care.

Our independence elevates our consulting capabilities and allows us to add value each time we engage with a client.  Our focus on personalized service ensures that we listen to our clients’ needs and provide the right combination of services to maximize the effectiveness of their plans.  We are your partners in retirement planning and understand that long-term satisfaction results from paying attention to the details.


Our Core Values

Integrity: Being honest and inspiring trust by saying what we mean, matching our behaviors to our words and taking responsibility for our actions.  We are committed to honesty, timeliness and clarity in communicating with our clients.

Excellence: We value excellence in serving our clients and honoring commitments we have made to them.

Innovation: We think critically and strategically in search of the best solutions for our clients.  We approach our work with optimism, think boldly, and consider new ideas openly.

Value: We enable clients to achieve their goals and create long-term relationships by consistently delivering value.

Results: We assume personal responsibility for achieving ambitious, measurable results and work to service our clients with a sense of purpose and urgency.  We show pride, enthusiasm and dedication in everything we do and are committed to delivering high quality services to our clients.

Silicon Valley Retirement Services

2570 N. First Street

Second Floor
San Jose, CA 95131

Phone: 408-572-5572