John Valentine has a NFL and Chevron-heavy client list but his RIA's growth was modest -- until now
The San Ramon, Calif. firm is getting down to the nuts and bolts of expansion and switching to a fee-only model

Brooke Southall
To whomever left the comment about this Q&A. I took down your comment when your email bounced. I take seriously what you wrote but something this negative needs to have more than a bogus email.
If your concerns are genuine, please e-mail me at Brooke@RIABiz.com or call me.
Brooke

Amanda

Newark Chief
Valentine Wealth Management
Advisory Firm
Top Executive: John Valentine