Caleb
Sasson
Valley Wealth Strategies, LLC
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About this Advisor
Caleb Sasson is a financial advisor based in Menlo Park, California, working with Valley Wealth Strategies, LLC. Caleb has previously held positions at Lpl Financial LLC, Zuk Financial Group, Sigma-Aldrich, Inc, and Valley Wealth Strategies, LLC. Caleb has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Caleb is part of Valley Wealth Strategies, LLC, which operates out of Menlo Park, 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
Caleb Sasson Work History
Valley Wealth Strategies, LLC
Lpl Financial LLC
Zuk Financial Group
Sigma-Aldrich, Inc
Disclosures
Please visit the SEC profile of Caleb Sasson 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
Brawley, CA
Menlo Park, CA
Walnut Creek, CA
Lake Forest, CA
Walnut Creek, CA
Yuba City, CA
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