Managing Director, Wealth Advisor
SVB Wealth Advisory, Inc.
Region: United States
Mobile Phone: 650.722.1784
Sirma Tzoutzova is a Managing Director for SVB Wealth Advisory. She specializes in providing personalized wealth management solutions and investment advisory services to entrepreneurs in the technology, life-sciences, private equity/venture capital and premium wine businesses. Her approach and experience help her understand the unique financial planning needs of her clients and their families, at the cross-section of private holdings and traditional investments and through the various stages of their financial life-cycle: from starting up a business, through pre-IPO to after the liquidity event and perhaps onto a new venture. She works closely with her internal team, as well as partners with tax, estate and insurance advisors to provide integrated wealth planning and counsel to her clients and their families.
Before joining Silicon Valley Bank, Sirma spent fourteen years with Fidelity Investments primarily in Palo Alto, California where she worked with both self-directed investors and people looking for professional advisory services.
Sirma was born and raised in Sofia, Bulgaria. She graduated from the University of Sofia with a Master’s degree in English and American Studies and a minor in journalism. Prior to immigrating to the US and during her university studies, Sirma worked as a journalist for several Bulgarian and English newspapers and as an interpreter and translator. She holds a number of professional designations: Certified Financial Planner ® (CFP®), Certified Investment Management Analyst ®, (CIMA®), Accredited Domestic Partner Advisor (ADPA®). When she is not busy advising clients and reading financial planning magazines, she enjoys being with her partner and their two children, gardening, doing yoga or enjoying a home-made meal in their Zen-themed back yard. She is also actively involved in the Bulgarian community in the Bay Area volunteering in its weekend school operations.
©2013 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of FDIC and Federal Reserve System. SVB>, SVB>Find a way, SVB Financial Group, and Silicon Valley Bank are registered
Silicon Valley Bank is a member of FDIC and Federal Reserve System. SVB>, SVB>Find a way, SVB Financial Group, and Silicon Valley Bank are registered trademarks. SVB Wealth Advisory, a registered investment advisor, and non-bank affiliate of Silicon Valley Bank and members of SVB Financial Group. Products offered by SVB Wealth Advisory are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.
This material, including without limitation the statistical information herein, is provided for informational purposes only. The material is based in part upon information from third-party sources that we believe to be reliable, but which has not been independently verified by us and, as such, we do not represent that the information is accurate or complete. The information should not be viewed as tax, investment, legal or other advice nor is it to be relied on in making an investment or other decision.
You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction.