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John Valentine has a NFL and Chevron-heavy client list but his RIA's growth was modest -- until now

The San Ramon, Calif. firm is getting down to the nuts and bolts of expansion and switching to a fee-only model

Author Steve Garmhausen October 28, 2011 at 2:52 AM
3 Comments
no description available
John Valentine: Our referral base has grown from about 400 people to 3,000 in the last 24 months.

John Valentine


Brooke Southall

Brooke Southall

November 1, 2011 — 3:13 AM

To whomever left the comment about this Q&A. I took down your comment when your email bounced. I take seriously what you wrote but something this negative needs to have more than a bogus email.

If your concerns are genuine, please e-mail me at Brooke@RIABiz.com or call me.

Brooke

Amanda

Amanda

August 3, 2017 — 5:56 PM
John Valentine's stock choices and picks are nothing short of amazing . He told everyone to buy Adidas before the big move and trend for young people in that sector and was having in buying tesla along with Netflix when they were both out of favor and talked about banks when everybody disliked the banks and they moved up to strong price momentum
Newark Chief

Newark Chief

August 3, 2017 — 6:05 PM
John Valentine is the Tom Brady and Barry Bonds of the Investment Advisory Industry. Yes, controversial but the best of all time

Mentioned in this article:

Valentine Wealth Management
Advisory Firm
Top Executive: John Valentine



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