Ron Valpey CFP AIF

Financial Advisor

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

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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.

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

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Association Memberships:​

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• 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

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* 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.

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Licenses (Past and Present):

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• 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**

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* *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.

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Education​

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• CFP® UCLA, Los Angeles and College for Financial Planning, Denver

• BS Northeastern University – Boston, MA

• MA Emerson College – Boston, MA

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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.

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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.

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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.