Valerija
Martinovic
Esg Planning
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About this Advisor
Valerija Martinovic is a financial advisor based out of Santa Clara, California who has 1 year of relevant experience. Martinovic works at Esg Planning. Throughout their career, they have worked at Esg Planning, Castro Valley Unified School District, Campbell Union High School District, Gilroy Unified School District, Morgan Hill Certified School District, San Mateo Community College District, University Of San Francisco, Uc Berkeley Extension, Santa Rosa Junior College, Foothill-Deanza Community College District, Diablo Valley Community College District, Ohlone College and J.R. Financial & Insurance Services. Martinovic has a Series 65 license, certifying them as an investment advisor representative, and is approved to work in California. Esg Planning is a business that has its headquarters in Santa Clara, CA. It oversees $90 million in assets under management across its 753 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Of its 753 customer accounts, 18% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees usually depend on which services the firm provides the client. Fees billed by Esg Planning likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Esg Planning Brokerage Details
$90,305,720
4
753
$119,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Valerija Martinovic Work History
Valerija has been registered as a financial advisor for 1 years.*
Esg Planning
J.R. Financial & Insurance Services
Castro Valley Unified School District
Campbell Union High School District
Gilroy Unified School District
Morgan Hill Certified School District
Ohlone College
Foothill-Deanza Community College District
Diablo Valley Community College District
Santa Rosa Junior College
University Of San Francisco
Uc Berkeley Extension
San Mateo Community College District
*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 Valerija Martinovic 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 Esg Planning
Santa Clara, CA
Santa Clara, CA
San Diego, CA
Santa Clara, 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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