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Helping Tech Professionals Create and Realize Their Wealth Management Goals Through Financial Literacy
ATS WEALTH CIRCLE IS PRIMARILY A FEE-BASED INDEPENDENT FINANCIAL PRACTICE BASED IN CUPERTINO, CALIFORNIA, THAT SERVES CLIENTS AROUND THE SILICON VALLEY/BAY AREA.
Specializing in pre- and post-retirement financial planning and financial management primarily for people who work in the technology sector, we also work with individuals and families who need our help to create strategies that take the volatility of the industry into consideration.
Our clients are unique, often with engineer mindsets. We prioritize empowering them by providing financial education and helping them understand their lifestyle goals. Although we have extensive experience and skills in wealth management, what sets us apart is our unrivaled level of service coupled with our ability to understand our client’s situation and anticipate their future needs.
Not every practice is equipped to properly advise tech professionals whose financial future is directly tied to the ebbs and flows of an often volatile and unpredictable industry environment.
Each strategy we employ takes this into account so the level of risk never exceeds your expectations.
Advising Tech Professionals
Many of the people we advise are tied to the tech industry so we are well-versed in your unique needs.
Team Approach
We leverage our collective experience and skills whenever we can so you get the full benefit of our knowledge.
Financial Education/Literacy
We go beyond teaching you the “how” of our strategies and make sure you are comfortable and aligned with the “why” as well.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement. Brokerage accounts are available when deemed appropriate.
Jeff Alejandro, AIF®, RICP®
Financial Advisor, RJFS
With over two decades of experience as a financial advisor, Jeff has helped hundreds of families with their financial needs and goal planning. Jeff applies his skills acquired and designations as a Retirement Income Certified Professional® and Accredited Investment Fiduciary® to provide clients a tailored financial management experience. He learned from a young age that the decisions you make early on can really affect your future, a lesson that inspired a mission to help his clients and younger generations make proper smart decisions.
Outside of the office, he finds joy in traveling the world with his wife, Mabel, and his son, Grayson. As a proud San Francisco native and lifelong Bay Area sports fan, he passionately cheers on local teams and embraces the Bay Area culture. In his free time, Jeff practices in the gentle art of Brazilian Jiu-Jitsu, enjoys discovering new local restaurants, and actively support his community and local businesses.
Endry Surjanto
Financial Advisor, RJFS
Endry is a seasoned financial advisor with over two decades of experience in the finance and investment sector. Born and raised in Indonesia, his journey took him across continents, from studying in Switzerland to pursuing his graduate education in San Francisco. Along the way, he gained diverse experiences working in various fields before finding his passion in finance and investments. Endry’s philosophy revolves around the intrinsic connection between time and trust. This belief forms the cornerstone of his approach to both professional relationships and investment strategies. He finds fulfillment in creating positive change in the lives of others.
In his leisure time, he indulges in his passion for sketching, finding inspiration in nature’s landscapes. He is an avid collector of timepieces and holds a deep appreciation for both vintage and modern cars. Married to his wife, Alice, for over 25 years, they are proud parents of their daughter, Ariane, who is currently pursuing her degree in neuroscience at Boston University.
Linh Truong
Client Relations Specialist
Since beginning her career in the finance industry in 2003, Linh honed her skills in communication, problem-solving, and client management. With a keen eye for detail and a natural flair for building rapport, she has excelled in her role, earning accolades for her dedication and professionalism. Her commitment to understanding client needs, delivering tailored solutions, and providing financial education has made her an indispensable asset to the team.
Beyond her professional career, Linh finds comfort in reading and finds balance through her yoga practice. She loves exploring new destinations whenever possible, indulging in her love for culinary experiences and savoring the flavors of different cultures. Family is at the heart of Linh’s life, and she cherishes every moment spent with her husband and two children, Landon and Zoey. They are her greatest motivation, source of joy, and a constant reminder to enjoy the little moments in life.
Olympia Zamora
Client Relations Specialist
Meet Olympia, a dedicated member of the team, known for fostering meaningful connections and delivering exceptional service to clients. In her role, Olympia demonstrates proficiency in managing client inquiries, resolving issues promptly, and facilitating smooth communication between clients and financial advisors. Thriving on fostering meaningful connections and providing exceptional service, she brings a unique perspective and valuable contribution to the team.
Outside of the office, Olympia and her husband enjoy hiking, staying physically fit at the gym, or exploring new culinary delights at local restaurants. Olympia also loves attending concerts and live events. Whether it’s a small, intimate venue or a large-scale event, she finds experiencing the magic of music exhilarating.
Ready to get started?
We’re here to help. Schedule an introductory phone call today.
(408) 333-9998
info@atswealthcircle.com
19200 Stevens Creek Blvd Suite # 240 Cupertino, CA 95014
