Get ready to take control of your finances.
At Mok Capital Management, our team has over 60 years of experience working together with people to help them achieve their financial goals. We act as a one-stop-shop for your financial needs, offering everything from portfolio management and stock option planning to retirement and financial advice.
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What sets us apart is our penchant for listening. Some of our clients are families that have been with us for generations, and we pride ourselves on working together dynamically as your needs change. But don’t just take our word for it; See if we’d be a good fit.
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We look forward to hearing from you.
Why do I need a Fiduciary?
What is the difference between a financial planner and a Fiduciary? What separates us from the planners offered by your employer, or those at your bank?
Let us explain.
Our Qualifications
With a diverse and tightly-knit team of investors and consultants, we consistently put together plans for people that make sure they have the funds they need and offer advice on how to use them.
Mok Capital Management is a licensed state investment adviser firm in California, Oregon, and Nevada, and may only transact business where otherwise excluded from licensing requirements. Individualized responses to persons that involve effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with licensing requirements or a valid exclusion from licensing.
Our Practice and Values
While our main office is located in Los Altos, California, our team is spread throughout the State; giving us a variety of experiences that help us understand the many needs of our clients while still maintaining the care and attention separates us from larger firms.