San Diego, CA 92109
6194801413
At Strong Valley we adhere to core values that we believe are vital to the success of clients, and by extension the success of our firm. Every member of the Strong Valley community including our team members, professional partners, and affiliates share these same values and commitments.
Our Core Values
-We believe that when you genuinely care about people your motivation goes beyond just looking out for their best interests, it means ensuring that clients realize the tangible financial benefits of our being there for them every step of the way.
-Client relationships and loyalty are built over time - not transactions.
-Profits should only come over time and that our profitability should be structured and aligned with our client's success.
-Everything that matters to a client matters to us, and we are never "off the clock" when it comes to making our client's lives better.
-We believe in taking a long-term view of our client's success, and that means ensuring that we are around to help clients through the entire journey.
See Disclosures
Firm Start Year
2018
No. of Employees
5-9
CRD#
5621699
Firm CRD#
284656
Years of Experience in Financial Services
16
Number of Years with Current Firm
1
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Advisory Services Provided
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
CFP®
Insurance and Annuity Licenses
Long Term Care, Life
Advisor's Number of Clients
200
Advisor's Number of Managed Clients
200
Advisor's Number of Planning Clients
200
Assets Managed by Advisor
1,000,000,000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Hourly Rate
0
Minimum Fee Charged for Hourly Planning Accounts
0
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1891476/financialplanners-Strong-Valley-Wealth-&-Pension-detailed-disclosure.html