Skip to main content

  •  Tel: 408-998-9200
  •  Toll Free: 877-998-9200
  •  Fax: 408-998-9207
  • Free Risk Assessment

  • Home
  • About
    • Hynek Financial Advisors
    • Vision and Values
    • Our Team
    • LPL Financial
  • Our Services
    • Investment Management
    • Asset Allocation
    • Retirement Planning
    • Investment Income Planning
    • Comprehensive Planning
    • Additional Services
  • Resources
    • LPL Financial Research
    • Video Library
    • Tax Resources
    • Calculators
    • Useful Websites
    • Articles
    • Client Account Access
  • Contact

Our Mission,

your success is our only mission

Pursue financial and lifestyle goals,

on your terms

Achieving Success,

by working together

Embrace the Future,

with clarity and purpose

  Previous   Next

    You are here

  1. Home
  2. About
  3. Vision and Values

Vision and Values

Hynek Financial Advisors’ mission is to provide personalized financial advice and solutions that help our clients retire with confidence.  We inspire our clients to pursue a lifetime of financial independence through a comprehensive approach to wealth planning.  We believe that honesty, transparency, and communication are critical to developing long-term relationships that place your interest first.

Our philosophy is simple. We want to get to know you in order to help you make informed decisions.  Personalized service is essential when matching clients with the appropriate financial products and services.  

As a firm, our focus is to help clients realistically define their financial goals, set up a plan to pursue them and then continually guide and enable them to feel confident about working towards those goals.  We will meet with you to present an analysis and discuss our recommendations. After developing a thorough understanding of these components and your specific goals, we will work together to create a customized investment portfolio.  Together, we will implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals.  Given the cyclical nature of the financial markets, we also make tactical adjustments when necessary with the goal of ensuring that gains are maximized and tax liabilities and risks are managed.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry.We are committed to staying up-to-date on relevant tax strategies, estate planning strategies and social security laws in order to provide you with comprehensive financial advice for your particular situation.

Our independence is your advantage. As independent financial advisors, we have the freedom to develop customized financial strategies. We have no parent company or shareholders to satisfy and no proprietary investment products, while offering a full array of financial products.  Our singular focus is on doing what’s appropriate for you.

About

  • Hynek Financial Advisors
  • Vision and Values
  • Our Team
  • LPL Financial

Book a Complimentary Consultation

Tell a Friend

333 W. Santa Clara Street, Suite 712
San Jose, CA 95113

  •  Tel: 408-998-9200
  •  Toll Free: 877-998-9200
  •  Fax: 408-998-9207
  •  gayl.hynek@lpl.com

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, MD, NV, OR, TX, WA.

LPL Financial Form CRS

© 2025 Hynek Financial Advisors. All rights reserved.

Website Design For Financial Services Professionals