Pariveda Investment Management

Specialties

As an upwardly mobile professional you’ve come to realize that time is in short supply — you get ahead by focusing on what you do best, and entrusting the rest to your personal team of talented advisors.

Build your team early in your career, staff it with competent, disciplined, perhaps even likeable, professionals, and prosper.

We created Pariveda with the goal of becoming the premier financial advisor to the Silicon Valley’s aspiring and emerging affluent — professionals in their 30’s & 40’s determined to ensure their independence in retirement.

We’re here to serve you. In tune with your lifestyle & goals, a pro-​active and highly-​skilled investment manager, and a well-​reasoned sounding board for advice on all matters financial. Meet at 10pm over drinks — sure if that works best .

As a fee-​only advisor we don’t get paid for selling products; our only compensation comes from you, the client. References are always available.

Check us out. We expect you’ll be glad you did.

History

Established in 2000.

Pariveda (Sanskrit for «gaining the benefits of wisdom») was founded in the San Francisco Bay Area. We have been located in Menlo Park for more than 5 years.

Meet the Business Owner

Brian M.

Business Owner

Hi, and thanks for visiting us on Yelp. I founded Pariveda with the goal of providing top-​quality, pro-​active financial advisory services to the Bay Area’s aspiring affluent — those working their tails off to build a better world; for themselves, their families, and others — through creativity, hard work and determination.

As an entrepreneur myself (we’re also developing what I believe to be a compelling online service offering), I share your enthusiasm and understand the risks you’ve taken, and the sacrifices you’ve made, to have a shot at success. In fact, I’d like to think my first-​hand experiences are why I enjoy the close relationships I do with my clients.

Background? — Chartered Financial Analyst® designation, an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Science degree in mechanical engineering from Northwestern University. Apart from that I’m a great guy, I swear.

We look forward to meeting you.