Advisor at Valley Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Strategies, LLC
Location
Lodi, CA 95240
Credentials
CFP®, Series 66
Industry experience
40 years
Paula Key is a CFP® and Series 66 licensed financial advisor with 40 years of industry experience. She is affiliated with Valley Wealth Strategies, LLC and has held prior roles at LPL Financial LLC and National Planning Corporation. Outside of her advisory work, she is involved with Intercontinental Drift, LLC, a company engaged in grape sales and wine production through Sangfroid Vineyards. Valley Wealth Strategies, LLC serves individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans by providing customized investment management and financial planning services. The firm employs a primarily long-term investment approach, incorporating fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion managed on a non-discretionary basis.
Based on Valley Wealth Strategies, LLC
Based on Valley Wealth Strategies, LLC
Fixed fee engagements negotiated based on expected hours; specific amounts not stated
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - Negotiable: Negotiable
Up to $500 per hour
404 W. Pine Street, Suite 6
Lodi, CA 95240
California
LPL Financial
2017 - Present (9 years)
Valley Wealth Strategies, LLC
2017 - Present (9 years)
National Planning Corporation
1998 - 2017 (19 years)
CL ZUK & Assoc., Financial Planning Inc
1981 - Present (45 years)
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