Risalee
Espinal
Valley Wealth Managers, Inc
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About this Advisor
Risalee Espinal is a financial advisor based in West Palm Beach, Florida, working with Valley Wealth Managers, Inc. Risalee has previously held positions at Alliance Bernstein, Jp Morgan Chase, American Writers And Artist, Slp Language Academy, Family Office Networks, One Price Dry Cleaners, Valley Financial Management, Inc, and Valley National Bank. Risalee has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Risalee is part of Valley Wealth Managers, Inc, which operates out of West Palm Beach, Florida. The firm has 13 offices and 52 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valley Wealth Managers, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Managers, Inc Brokerage Details
$2,246,985,760
52
1,997
$1,125,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Risalee Espinal Work History
Valley Financial Management, Inc
Valley National Bank
Alliance Bernstein
Jp Morgan Chase
American Writers And Artist
Slp Language Academy
Family Office Networks
One Price Dry Cleaners
Disclosures
Please visit the SEC profile of Risalee Espinal 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 Managers, Inc
New York, NY
Paramus, NJ
Paramus, NJ
Paramus, NJ
Tampa, FL
Paramus, NJ
West Palm Beach, FL
New York, NY
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