Ron Valpey is a Certified Financial Planner™ professional, Accredited Investment Fiduciary®, and Registered Investment Advisor Representative of Valpey Financial Services, LLC. (a Federally Registered Investment Advisor).
Ron practices full service fee only* wealth management including comprehensive in-depth retirement & investment planning coordinated, as needed, with college, tax and estate planning. Ron was raised in New England, formerly worked for Merrill Lynch in Los Angeles, and has over twenty-four years of private and professional investment experience.
Licenses:
NASD Series 24 – General Securities Principal
NASD Series 7 – General Securities Representative
NASD Series 66 – Uniform Combined State Law
NASD Series 63 – Uniform Securities Agent State Law
NASD Series 65 – Uniform Investment Advisor Law
NH Producer: Life & VariableProfessional Designations:
Certified Financial Planner™ professional
Accredited Investment Fiduciary®
Related Activities:
Board Member – Board Member: Vice-President & President-Elect - Financial Planning Association of Northern New England
Chairman – Captain Raymond Thombs Memorial Fund
Lecturer – New Hampshire JumpStart Coalition, bringing financial education to High School studentsEducation:
CFP UCLA, Los Angeles and College for Financial Planning, Denver BS Northeastern University – Boston, MA MA Emerson College – Boston, MA
- Fee Only means complete disclosure of all fees prior to your engagement. There’s no better way to be confident that your advisor is working in your best interest.
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