Cherie
Wang
Valley Wealth Strategies, LLC
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About this Advisor
Cherie Wang is a financial advisor based in Placentia, California, working with Valley Wealth Strategies, LLC. Cherie has previously held positions at Zuk Financial Group, National Planning Corporation, Valley Wealth Strategies, LLC, and Lpl Financial, LLC. Cherie has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Cherie is part of Valley Wealth Strategies, LLC, which operates out of Placentia, California. The firm has 21 offices and 30 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Valley Wealth Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,021,500,000
30
4,110
$248,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cherie Wang Work History
Valley Wealth Strategies, LLC
Lpl Financial, LLC
Zuk Financial Group
National Planning Corporation
N/A
Disclosures
Please visit the SEC profile of Cherie Wang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Wealth Strategies, LLC
Sunnyvale, CA
Placentia, CA
Menlo Park, CA
Walnut Creek, CA
Brawley, CA
Sonora, CA
Lake Forest, CA
San Luis Obispo, CA
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