Cherie
Wang
Valley Wealth Strategies, LLC
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About this Advisor
Cherie Wang is a certified financial planner operating out of Placentia, California who has 6 years of industry experience. Wang is an advisor for Valley Wealth Strategies, LLC. Over the course of their career, Wang has held roles at Zuk Financial Group, N/A, Omni-Lite Industries Inc, National Planning Corporation, Valley Wealth Strategies, LLC and Lpl Financial, LLC. Wang holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Valley Wealth Strategies, LLC is a financial advisory company that has its headquarters in Lodi, CA. The firm has offices in 20 locations and a total of 31 financial advisors. It administers $1 billion in assets among its 3,600 accounts, making it one of the larger firms in the country by assets under management. Of its 3,600 accounts, just 6% are associated with high-net-worth clients who have more than $1 million in assets. Valley Wealth Strategies, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the type of financial services offered. However, fees charged by Valley Wealth Strategies, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,023,000,000
31
3,600
$284,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cherie Wang Work History
Cherie has been registered as a financial advisor for 6 years.*
Valley Wealth Strategies, LLC
Lpl Financial, LLC
Zuk Financial Group
National Planning Corporation
N/A
Omni-Lite Industries Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Lodi, CA
San Diego, CA
Sunnyvale, CA
Menlo Park, CA
San Ramon, CA
Yuba City, CA
San Luis Obispo, CA
San Dimas, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
