Advisors at this firm
Ed S
CFP®
Washington, DC
Valor Wealth Partners
Ed Leads a team revolutionizing financial planning for federal employees. Valor Wealth Partners is a veteran-owned business with an office in Washington, D.C. and serving clients virtually in 19 states. With over 24 years of experience providing financial planning guidance, Ed has helped hundreds of families navigate complex and emotional dilemmas. He combines decades of experience with personalized strategies to help clients meet their needs. By simplifying his comprehensive analysis into down-to-earth terms, he is able to help clients understand their situation and take positive actions. Helping people with their financial goals is a deeply personal mission for Ed. Early struggles with money led him to pursue a meaningful career guiding people through the financial planning process. As a Certified Financial Planner, Ed follows the CFP Board’s Code of Ethics and Standards of Conduct. The complex knowledge required to obtain and maintain this professional designation helps Ed develop extensive financial plans that hardworking people deserve. Ed’s devotion to the community is evident in the numerous charitable associations where he volunteers his time. He’s currently a captain for a team of cyclists in the annual Pan-Mass Challenge and is a two-time marathoner for the Leukemia and Lymphoma Society. He attributes his core values of integrity and attention to detail to his service with the U.S. Marines. We invite you to see our passion and knowledge on how your federal benefits can be maximized at our YouTube channel: https://www.youtube.com/c/FinancialPlanning4Feds
Amanda L
Series 65
Haverhill, MA
Valor Wealth Partners
Amanda Lique is a financial advisor at Valor Wealth Partners with five years of industry experience. She holds a Series 65 designation and previously worked for Digital Federal Credit Union for 15 years. Valor Wealth Partners serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning on a fee-only basis. The firm uses a combination of passive and active strategies and offers a structured planning process that includes managing employer accounts on a discretionary basis.
Zubin K
Series 65
Washington, DC
Valor Wealth Partners
Zubin Kapur is a financial advisor at Valor Wealth Partners with one year of industry experience. He holds the Series 65 designation and has prior work experience at American Directions Research Group and Cricket/AT&T. Valor Wealth Partners provides discretionary investment management and comprehensive financial planning for individual and high-net-worth clients. The firm combines passive and active strategies using fundamental, technical, and cyclical analysis, and offers specialized services including educational seminars on federal government employee benefits and discretionary management of held-away employer accounts.