Advisors at this firm
Christopher C
Series 63
San Jose, CA
Silicon Valley Capital Partners, L.P.
Christopher Combs is a financial advisor with Silicon Valley Capital Partners, L.P. in San Jose, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Silicon Valley Capital Partners since 2002. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and uses a combination of top-down macroeconomic analysis, bottom-up valuation, and proprietary momentum models in its investment process.
Cynthia C
Series 63, Series 65
San Jose, CA
Silicon Valley Capital Partners, L.P.
Cynthia Combs is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Silicon Valley Capital Partners since 2017, following four years at TalentSky Inc. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and employs a combined top-down and bottom-up investment approach, integrating proprietary research and momentum models into portfolio management.
Deana M
Series 65
San Jose, CA
Silicon Valley Capital Partners, L.P.
Deana Moncayo is an advisor at Silicon Valley Capital Partners, L.P., holding a Series 65 designation. She has experience working with private ultra-high-net-worth individuals and spent nine years at Wade Financial Advisory, Inc. Outside of her advisory roles, she has spent time in homemaking. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting to individuals, trusts, charitable organizations, corporations, and other business entities. The firm combines macroeconomic analysis with proprietary models and valuation work to tailor portfolios primarily in equities and fixed income according to client risk tolerance and liquidity needs.
Alison C
Series 63, Series 65
San Jose, CA
Silicon Valley Capital Partners, L.P.
Alison Cornwell is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Silicon Valley Capital Partners since 2022 and spent ten years at Rebalance prior to that. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and combines a top-down macroeconomic framework with bottom-up valuation and proprietary momentum indicators in its investment process.