Search Our Site:
Valentine Wealth Management Team:
          

John Valentine, Founder and President

John Valentine is founder and Principal of Valentine Wealth Management.  Mr. Valentine’s tactics evolved from approaches he learned working as a young professional for a firm owned by GE Capital.  Additional formative experiences came to Valentine through his service with a partner firm of Hutton. 

John Valentine has emphasized the importance of personal relationships at Valentine Wealth Management.  Through his team of Relationship Managers, clients are met regularly to explain the latest ideas, execute the asset allocation model and deploy the other strategies he creates.  Valentine continues to work directly with about 10% of his firm’s clients. 

Originally from Denver, Colorado, Mr. Valentine has been a long-time resident of California and earned his degree with a major in Economics from U.C. Davis.

John holds FINRA Series 3, 7, 63, 65, and 24 registrations and he is life insurance licensed in California, license# 0A72947.

 

Advisory services offered through Valentine Capital Asset Management, Inc., a Registered Investment Advisor. Securities and Exchange Commission IARD#140861. Registration with the Securities and Exchange Commission does not constitute approval or endorsement by the SEC of the investment advisor's skills or competence.