Sirma Tzoutzova, CFP®, CIMA®

 
Sirma Tzoutzova
Managing Director
SVB Wealth Advisory Inc.

Location: Menlo Park, CA
Phone: 650-926-0163
Mobile Phone: 650-722-1784
 

Professional Summary

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.



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