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San Francisco Money Manager, San Jose Financial Advisor, San Francisco Financial Planner

Convenient meeting locations in the Silicon Valley area:

If you have over $850K in investable assets, we are happy to meet with you in the Silicon Valley area. Our standard minimum (without a meeting) is $600K.


Financial Advisor Silicon Valley/Private Wealth Manager San Jose

Conveniently located adjacent to Stanford University and Palo Alto, the hotel provides a great setting for a productive meeting. The Menlo Grill Bistro & Bar is a classic American grill with a warm and inviting neighborhood feel. The Stanford Park Hotel offers five unique meeting, event and conference spaces.

Stanford Park Hotel
100 El Camino Real
Menlo Park, CA, 94025


Financial Advisor Silicon Valley/Private Wealth Manager San Jose

As San Jose's premier private club, Silicon Valley Capital Club is honored for its excellence in service and fine dining. It provides the perfect ambiance for business meetings and private events. The 360-degree view from atop the Knight Ridder Building is breathtaking.

Silicon Valley Capital Club
50 West San Fernando
San Jose, CA 95113


Financial Advisor Silicon Valley/Private Wealth Manager Silicon Valley

Under Peter Armellino's leadership, Plumed Horse presents elegant, modern California Cuisine, emphasizing what is fresh, seasonal and sustainably produced.

The Plumed Horse - Saratoga
14555 Big Basin Way
Saratoga, CA 95070


Financial Advisor Silicon Valley/Private Wealth Manager Silicon Valley

Stacey's Cafe is located on Main Street in downtown Pleasanton, serving Fresh California Cuisine. The menu includes jokes (bad ones) written by Scott Adams, creator of the comic strip "Dilbert," and co-owner of Stacey's Cafe.

Stacey's Cafe - Pleasanton
310 Main Street
Pleasanton, CA 94566


Financial Advisor Burlingame/Wealth Manager Silicon Valley

Chef Matteo Ferrari of Matteo in your Kitchen, opened Stella Alpina Osteria in Burlingame, in May 2005, offering authentic, rustic Northern Italian cuisine from the Alps. Matteo is focused on serving the delicious flavors from his hometown in the mountain region of Northern Italy in a cozy and inviting setting at Stella Alpina.

Stella Alpina Osteria - Burlingame
401 Primrose Road
Burlingame, CA 94010


Financial Advisor Half Moon Bay/Wealth Manager Half Moon Bay CA

Mezzaluna Restaurant is located in the historic Princeton Landing building (which was built in 1908). The harbor town of Princeton By The Sea is located 20 miles south of San Francisco. In this scenic area of Half Moon Bay, which overlooks the Pacific Ocean, you can experience breathtaking coastal views and marvel at the giant waves of Mavericks surf spot. Mezzaluna is continually awarded as Best Restaurant on the Coast and Best Customer Service.

Mezzaluna Italian Restaurant - Half Moon Bay
459 Prospect Way
Half Moon Bay, CA 94019


Financial Advisor Menlo Park/Private Wealth Manager Menlo Park

At this Michelin-starred restaurant, Madera, a comfortably elegant ambiance, picturesque views and outdoor terraces welcome guests and Silicon Valley locals alike. Featuring an open artisan wood-burning kitchen, Madera serves American cuisine.

Rosewood Sand Hill
2825 Sand Hill Rd
Menlo Park, CA 94025


Financial Advisor Fremont CA/Private Wealth Manager Femont CA

A "butterfly" has been calling the Niles area of Fremont home for over 20 years. Fine dining and attention to customer service are not just words there. Diners are welcomed graciously. Working with fresh seasonal ingredients, the menu at Papillon takes advantage of each season.

Papillon Restaurant - Fremont
37296 Mission Blvd
Fremont, CA 94536


Wealth Advisor Santa Cruz/Private Money Manager Santa Cruz

At Laili, the cuisine is a delicate balance between age-old Silk Road flavors and contemporary culinary excellence. They strive to provide fresh, nourishing and delectable dishes, complimented with an array of authentic herbs, spices and exceptional ingredients.

Laili Restaurant
101 B. Cooper Street
Santa Cruz,CA 95060


Wealth Advisor Carmel/Private Money Manager Carmel CA

Located seventy-five miles north of San Jose in Carmel, the Quail Lodge Golf Club offers "fresh and local" cuisine: served indoors and out. The Monterey Peninsula setting provides a relaxing backdrop to learn more about CCM. The "Lodge" is accessible via RT 1/Cabrillo Hwy.

Quail Lodge Golf Club
8000 Valley Greens Drive
Carmel, CA 93923


To schedule a meeting with Ciovacco Capital Management in the Silicon Valley area, please email:

Financial Planner Silicon Valley / Private Wealth Manager Silicon Valley

Home Page - CCM

Offerings and Fees