Ron Valpey CFP®, AIF®

Ron Valpey is a Certified Financial Planner™ professional, Accredited Investment Fiduciary™ and Investment Advisor Representative of Valpey Financial Services, LLC (a Registered Investment Advisor).

Ron is a fiduciary* practicing fee-only financial planning and investment management. He provides clients with in-depth retirement and investment planning coordinated as needed with college, tax and estate planning.

Ron was raised in New England and has over twenty-five years of professional investment experience.

Association Memberships:

• The Financial Planning Association (FPA) where Ron is a Past Chairman and Past President of the Northern New England chapter
  
  
• The Center for Fiduciary Studies where Ron is an Accredited Investment Fiduciary
  
  
• The Concord Chamber of Commerce

• The Better Business Bureau

* A fiduciary is a person in whom another has placed trust and confidence to manage and protect property or money. The fiduciary has a legal obligation to act in the person's best interest, putting the person's own interest before the fiduciary's interests. A fiduciary is required to fully disclose all potential conflicts of interest.

Licenses (Past and Present):

• NASD Series 24 – General Securities Principal
• NASD Series 7 – General Securities Representative
• NASD Series 66 – Uniform Combined (Series 63 & 65) State Law
• NH Producer: Life & Variable**

* *We may advise on insurance but only in a planning capacity. We will not sell you any insurance products, receive any commissions or share in any commissions related to any insurance products.

Education

• CFP® UCLA, Los Angeles and College for Financial Planning, Denver
• BS Northeastern University – Boston, MA
• MA Emerson College – Boston, MA

Valpey Financial Services, LLC Staff:

Daniel (Dan) Blandini is an Advisory Specialist and holds the NASD Series 65 Uniform Investment Adviser Law Examination license. Dan is a graduate of the University of New Hampshire and holds a bachelor's degree in Business Administration.

Kathleen (Katie) Connors is the Client Services Manager and currently working toward becoming a qualified paraplanner professional. Katie is a graduate of UMass Lowell, where she earned a bachelor's degree in Information Technology. She also holds a bachelor's degree in Interactive Media Studies from North Central College, as well as an associate degree in General Education from College of DuPage.

Jodi Valpey is the Administrative Coordinator and has worked with Ron since 2010. Jodi is a graduate of Boston University and holds a bachelor's degree in Mass Communications and Public Relations.