Traveka Wealth, LLC

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  description: "Traveka Wealth, LLC is a fee-only fiduciary financial advisory firm in Los Altos, CA, founded by Tara Unverzagt, CFP®, ChFC®, a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience. The firm specializes in comprehensive financial planning for Silicon Valley tech professionals, executives, and families, with particular expertise in equity compensation planning, tax-efficient investing, and retirement strategy. As a fiduciary, Traveka Wealth is legally obligated to act in clients' best interests and provides transparent, conflict-free advice without commissions or product sales.",
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