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.
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 Process
Our proven process called “The Seek First Experience” will help get your entire financial house in order.
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.
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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Regulatory Disclosures
As a Registered Investment Adviser, we are required to provide important regulatory documents to help you better understand our services, fees, and potential conflicts of interest. Please review the following disclosures:
Seek First Form CRS – Client Relationship Summary
This brief document provides a summary of the types of services we offer, the standard of conduct we uphold, and the fees and conflicts you should be aware of.
Seek First Form ADV 2A – Firm Brochure
This brochure offers detailed information about our advisory business, including our services, fee structures, disciplinary history (if any), and our fiduciary responsibilities to clients.