Virginia
Paneda

Rps Retirement Plan Advisors

CRD#2612578
Investment Advisor
in San Jose, CA

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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

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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

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

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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.

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