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© All Rights Reserved. ApplyBlast.com
Valeo Financial Advisors LLC
Valeo Financial Advisors is seeking a Financial Advisor to support client relationships by preparing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning. The role involves collaborating with internal teams and external professionals, presenting financial plans, and ensuring follow‑up actions from client meetings while adhering to fiduciary standards.
Valeo Financial Advisors, provides fee-only, independent, financial planning and investment advice. We focus on a client’s entire financial picture...
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Valeo Financial Advisors LLC.
Valeo Financial Advisors LLC didn’t post a salary, so this is our estimate from similar listings.
16% above the average for this role