Virginia
Paneda

Rps Retirement Plan Advisors

CRD#2612578
Investment Advisor
in San Jose, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Virginia Paneda is a financial advisor based in San Jose, California, working with Rps Retirement Plan Advisors. Virginia has previously held positions at Rps Retirement Plan Advisors and Richard P. Slaughter Associates, Inc. Virginia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Virginia is part of Rps Retirement Plan Advisors, which operates out of San Jose, California. The firm has 4 employees and manages assets totaling $443.6 million. The services offered by the firm include pension consulting services. The fee structure at Rps Retirement Plan Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

San Jose, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rps Retirement Plan Advisors Brokerage Details

Total Assets Under Management

$443,558,282

CA Average: $3,042,739,679
Total Number of Employees

4

CA Average: 49
Total Number of Accounts

30

CA Average: 2,315
Average Account Size

$14,785,276

CA Average: $1,314,358

Investment Advisory Services

  • Pension consulting services

Virginia Paneda Work History

2022 - Present (2 years)

Rps Retirement Plan Advisors

2015 - 2022 (7 years)

Richard P. Slaughter Associates, Inc

2005 - 2015 (10 years)

Richard P. Slaughter Associates, Inc

Disclosures

Please visit the SEC profile of Virginia Paneda 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 Rps Retirement Plan Advisors

Philip Webb
Austin, TX
Mari Erb
Austin, TX
Virginia Paneda
San Jose, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started