Pruneyard Financial Group

Pruneyard Financial Group is a family-owned financial advisory firm based in Cupertino, California, established in 2000. They specialize in simplifying the complex financial lives of their clients by providing guidance on investments, taxes, retirement, insurance, and educational funding.

With a proven track record of managing millions in investment portfolios and preparing thousands of tax returns for individuals, families, and small businesses in Silicon Valley, Pruneyard Financial Group prides itself on minimizing barriers between clients and their financial resources. Their mission is to help clients understand their current situation and navigate the path toward their financial goals, regardless of economic circumstances.

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