Paula
Key
Valley Wealth Strategies, LLC
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About this Advisor
Paula Key is a financial advisor based in Napa, California, working with Valley Wealth Strategies, LLC. Paula has previously held positions at Cl Zuk & Assoc., Financial Planning Inc, National Planning Corporation, Valley Wealth Strategies, LLC, and Lpl Financial LLC. Paula has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Paula is part of Valley Wealth Strategies, LLC, which operates out of Napa, 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
Paula Key Work History
Valley Wealth Strategies, LLC
Lpl Financial LLC
Cl Zuk & Assoc., Financial Planning Inc
National Planning Corporation
Disclosures
Please visit the SEC profile of Paula Key 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
Walnut Creek, CA
Menlo Park, CA
Brawley, CA
Lodi, CA
Lake Forest, CA
Walnut Creek, CA
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