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Amanda Lique

Advisor at Valor Wealth Partners

Updated today
Valor Wealth Partners logo

Firm

Valor Wealth Partners

Location

Haverhill, MA

Credentials

Series 65

Industry experience

5 years

Fee options

Fixed

Initial financial plan development fee between $2,500 and $7,000; Ongoing planning fixed fees up to $12,000 annually for Comprehensive Partnership and $600 annually for Core Membership; additional fixed fees available with quotes prior to services.

Percentage

$0+: 1.25% annually (stand-alone Investment Management) $0+: 0.50% annually (Investment Management with Ongoing Planning discount)

Project-based

$450 per hour for additional financial planning support beyond fixed services.

Other

Fee-only: Financial planning services fees: Initial plan $2,500 - $7,000; Ongoing planning up to $12,000 annually (Comprehensive Partnership), or $600 annually (Core Membership) plus $450/hour for additional support.

Work history

Valor Wealth Partners, LLC

2022 - Present (4 years)

CS PLANNING CORP dba Valor Wealth Partners

2020 - 2022 (2 years)

Valor Wealth Partners, LLC & CS Planning Corp

2019 - 2020 (1 year)

Digital Federal Credit Union

2004 - 2019 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Elder care planning Caring for aging parents Caretaker Gen X (Born 1965-1980)

Inna R

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General retirement planning Gen X (Born 1965-1980) Single Women

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Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management Retirement income strategy

Robert K

Series 63, Series 66

Andover, MA

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Robert Kochakian is a Wealth Management Advisor at Merrill Lynch Wealth Management, co-leading Degraeve, Kochakian & Associates, a full-service wealth advisory practice with offices in Andover, Beverly, and Boston, Massachusetts. He joined Merrill Lynch in 2016 after ten years with U.S. Trust Family Office and prior experience at Fidelity Investments. Robert works with individuals, families, and business owners, including successful professionals and corporate executives, to build, preserve, and administer their wealth through personalized and actionable wealth management and investment strategies. Robert’s expertise encompasses corporate executive services, retirement and education planning, executive and equity compensation, liquidity management, tax minimization, and individualized investment strategies. He utilizes a goals-based wealth management process to help clients identify life goals, simplify financial complexities, and make impactful financial decisions. Robert collaborates with specialists to address various aspects of his clients' financial lives, including long-term care, insurance needs, and access to banking and lending solutions through Bank of America. He holds a Bachelor of Science degree in Computer Science from the University of Lowell and an MBA from Babson College. Robert is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Private Wealth Advisor®, and a Personal Investment Advisor. He is fluent in English and Armenian. Outside of work, Robert enjoys spending time with his family and engaging in activities such as golfing, ice hockey, music, swimming, and traveling.

Wealth management Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Exec comp design Executive Founder/Business Owner

Brian B

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Clark G

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Wealth management General retirement planning Retirement income strategy Active portfolio management Income planning
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