Chad Reed, CFP®, CPA

Los Angeles, California, 90012
advisor

Member Since 2005

At Valeo, we use our EXTENSIVE EXPERIENCE and CONSERVATIVE CREATIVITY to help our clients achieve their financial goals. We are FEE-ONLY, thus we sell no products. We are COMPREHENSIVE, focusing on all aspects of a client\'s financial affairs (cash flow, investments, insurance, tax, estate, education, debt, etc). We are REASONABLY PRICED and post our fee schedule right on our website (www.valeofinancial.com). We LIMIT the number of clients each of our advisors work with to less than 50 to ensure the highest possible level of service.
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My Location

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 Background Information

  • Years of Financial Experience

    • 7

  • Education

    • Ball State University (BS Accounting)

  • Certifications and Designations

    • CFP®
    • CPA

  • Association Memberships

    • NAPFA

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Fixed fee
    • Investment Services: Asset-based fee, Fixed fee

  • Primary Custodian(s)

    • Fidelity
    • Schwab

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Other

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 127132
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Valeo Financial Advisors, LLC
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • None

  • Insurance Products

    • None
 
Contact Chad
 
Visit Website - http://www.valeofinancial.com
Paladin Registry

Minimum Asset Requirement

  • $1,000,000

Types of Clients

  • Individuals & Families

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance

Chad Reed
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