As an experienced financial advisor, I provide a select clientele with personalized service in all areas of wealth strategies, including estate considerations, retirement planning and risk assessment. My mission is to help clients secure financial independence.
My team and I work closely with our local professional partners, such as CPAs and attorneys. Our comprehensive process enables clients to address five key areas: smart financial decision-making, mitigating taxes, caring for heirs, insuring assets and magnifying charitable gifts. Our professional network shares our goal of helping our clients attain and maximize the financial goals that are most important to them.
Our ideal client seeks to: design, build, implement and maintain a plan that creates financial security now and in the future. My team and I strive to set a path for our clients to help them achieve their most important financial goals.
I have lived in Los Altos for just about 30 years. I have raised my family here and am able to walk to work every day. Since 1999, I have had the pleasure of helping members in my community set a path toward achieving their financial goals.
Suite 1B
Los Altos, CA
94022
Tuesday 8:00 am - 5:00 pm
Wednesday 8:00 am - 5:00 pm
Thursday 8:00 am - 5:00 pm
Friday 8:00 am - 2:30 pm
Founded in 1994, Heritage Bank of Commerce is a premier community business bank in the heart of Silicon Valley—a bank founded by businesspeople, for businesspeople. With our expertise, we can understand the challenges you face and what you need to meet those challenges. And as fellow businesspeople, we care about your success. Over the years, our proven team of professional bankers have put our experience and commitment to work, offering premier, high-touch service and the best solutions for building long-term relationships with our clients.
In helping our clients, we've become a master of business banking. Today, we're one of the largest SBA Preferred Lenders in California. And we're a Preferred Lender for the USDA Business and Industry division.
Los Altos, CA
94022
Tuesday 9AM–5PM
Wednesday 9AM–5PM
Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed
Since opening the first branch in January 2005, Poppy Bank has grown to $7 Billion in assets with branches across the San Francisco Bay Area, Roseville-Sacramento Area, Greater Los Angeles, Orange County, and Greater San Diego Areas. Poppy Bank also has loan production offices in California, Nevada, Arizona, and Texas. Poppy Bank is committed to providing the best products and services, which has propelled its success and garnered national recognition for performance. Poppy Bank is rated 5-star by Bauer Financial Inc., the nation’s leading independent bank and credit union rating firm and is recognized as one of the strongest financial institutions in the country. Poppy Bank has also been ranked as one of the best-performing banks in the nation by the ICBA. The Bank is governed by a strong team of Executive Officers and a dedicated Board of Directors formed entirely by accomplished business leaders. Poppy Bank’s mission is to meet the banking needs of clients and to make a positive difference in the communities served.
Suite 190
Los Altos, CA
94022
If you could just buy or sell a house, you wouldn't need Vanessa. You should be able to find a house you like, and then buy it. But there's so much drama. There's a lot can go wrong at closing before you reach the finish line - includes everything from issues with the mortgage loan and buyer's credit, appraisal problems, insurance snags, title claims, and events beyond everyone's control.
Vanessa is a problem-solver, has creative solutions to all problems, and can put her proven expertise to work for you, whether you're buying or selling. Prior to her real estate career, 10+ years of experience in Marketing in high-tech industry taught her to deploy strategic Marketing and approach challenges with creative thinking. Armed with an MBA, and a Bachelor's degree in Journalism and International Communication, she offers clients knowledge-backed guidance through the real estate market as well as highly-targeted marketing strategies. Moreover, with hands-on experience remodeling, she is able to assist her clients in realizing the full potential of each property she represents.
A resident of Los Altos, Vanessa has a deep understanding of the local market. She is also a member of 3 REALTOR associations, including Silicon Valley Association of REALTORS®, California Association of REALTORS®, and The National Association of REALTORS®, as well as the Los Altos Village Association. CA DRE#: 02212400.
Los Altos, CA
94022