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 (Past and Present):

• 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 & Variable

Professional Designations:

CERTIFIED FINANCIAL PLANNER™ Professional
Accredited Investment Fiduciary

Related Activities:

President – The Financial Planning Association of Northern New England
Chairman - Captain Raymond Thombs Memorial Fund
Lecturer - New Hampshire JumpStart Coalition, bringing financial education to High School students

Education:

CFP®	UCLA, Los Angeles and College for Financial Planning, Denver
BS	Northeastern University - Boston, MA
MA	Emerson College - Boston, MA