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Articles tagged "John Valentine"


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John Valentine: Our referral base has grown from about 400 people to 3,000 in the last 24 months.

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

October 28, 2011 at 2:52 AM

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