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.
Plan ahead. It wasn’t raining when Noah built the ark.
Someone’s sitting in the shade today because someone planted a tree a long time ago.
Seek First his kingdom and his righteousness, and all these things will be given to you as well.
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.
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.
Our proven process called “The Seek First Experience” will help get your entire financial house in order.
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.