Value Monitoring Inc- Financial Advisor Menlo Park, CA

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About Value Monitoring Inc.

Deep Relationships built on mutual trust and respect are key to success. Those who work with us will tell you that we are responsive as well as proactive, and that we communicate honestly. Our team is passionate and thorough in how we assess our clients' financial goals.

See Disclosures

General Information

Firm Start Year

1988

No. of Employees

Firm CRD#

106056

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

We are principally located in Menlo Park CA in the heart of the Silicon Valley, and the Bay Area is where the majority of our clients reside. However, we have satellite offices in New Jersey and Georgia, and have clients across the U.S.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Foreign Languages Serviced

Spanish, Japanese, Dutch

Advisory Services Provided

Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Insurance and Annuity Licenses

Life, Variable Life

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

100,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

100,000

Fee % Based on Assets

Hourly Rate

Additional Details on Charges

Our only method of compensation is from assets under management. That allows us to sit on the same side of the table as our clients whenever we discuss choices about their financial lives.

Education

Certified Financial Planner - CFP

New York University
1/2012 -8/2012

Certified Investment Management Analyst (pre-cert) -

Yale University
5/2020 -10/2020

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://valuemonitoring.com/resources/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889552/paladinregistry-Value-Monitoring-Inc.-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Value Monitoring Inc.