Managing Financial Complexities.

Proactive. Flexible. Patient.

Trust is Earned.

Seek First is an independent, fee-only tax and financial planning firm based in San Jose, CA.

We are a fiduciary & fee only for our clients, legally committed to acting in their best interest in every situation.

Seek First to understand, then to be understood.

-Stephen Covey

Plan ahead. It wasn’t raining when Noah built the ark.

-Richard Cushing

Someone’s sitting in the shade today because someone planted a tree a long time ago.

-Warren Buffet

Seek First his kingdom and his righteousness, and all these things will be given to you as well.

Matthew 6:33

When there is a hill to climb, don’t think waiting will make it smaller.


A good plan violently executed today is better than a perfect plan tomorrow.

-Gen George Patton

We can’t improve what we don’t assess.

-Michael Hyatt

The Mission of Seek First

Our Mission is to help you unlock abundance, and we partner, educate, and guide you on your path to financial confidence.

What We Do

Comprehensive Financial Planning

We deliver comprehensive financial solutions including tax planning and filing, investment management, retirement planning, real estate analysis, insurance solutions & estate planning, all within a single team.

In short, we manage the complexities of wealth so you don’t have to.

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Our Process

Our proven process called “The Seek First Experience” will help get your entire financial house in order.

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Comprehensive Solutions

We understand that customized, relationship-based advice is mission critical, we pride ourselves in not only meeting but exceeding the high expectations of our discerning clients.

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Our Team

Our team has spent decades managing the many complexities that wealth brings – and we know how to provide comprehensive solutions for optimizing your finances.

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