Madeline
Valente
Bluesky Wealth Advisors, LLC
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About this Advisor
Madeline Valente is a certified financial planner based in Pleasanton, California, with 10 years of industry experience. Valente is on the advisory team at Bluesky Wealth Advisors, LLC. The advisor has gained experience at Pleasanton Financial Advisors and Bluesky Wealth Advisors, LLC. Valente has a Series 65 license, designating them as an investment advisor representative, and can serve investors in California. Bluesky Wealth Advisors, LLC is a financial advisory business based out of New Bern, NC. The firm has offices in seven locations and a total of 18 people on staff. It oversees $612 million in assets between its 1,474 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,474 client accounts, 54% belong to high-net-worth clients who have at least $1 million in investable assets. Bluesky Wealth Advisors, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules typically depend on which services are offered. Fees billed by Bluesky Wealth Advisors, LLC can be comprised of some combination of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bluesky Wealth Advisors, LLC Brokerage Details
$612,430,755
18
1,474
$415,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Madeline Valente Work History
Madeline has been registered as a financial advisor for 10 years.*
Bluesky Wealth Advisors, LLC
Pleasanton Financial Advisors
*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 Madeline Valente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
