Madeline Valente| CFP®
BlueSky Wealth Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
New Bern, NC 94566
Pleasanton, CA 94566
Santa Clara, CA 95054
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Madeline Valente is a Fee-Only Financial Planner working in the Pleasanton, CA office. BlueSky Wealth Advisors creates financial solutions for successful individuals and families through our comprehensive approach to financial planning and investment management. Madeline Valente is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Madeline is a firm believer in fee-only advising and its ability to deliver objective and prudent advice specific to each client’s unique situation. She is especially passionate about the need for a holistic approach to financial planning as well as elevating women to equal standing in this process.
Madeline holds a BA degree from U.C. Davis and is a graduate of the CERTIFIED FINANCIAL PLANNER™ training program at UCLA. Prior to joining BlueSky Wealth Advisors in 2003, she worked for the Department of the Treasury and PeopleSoft.
In her free time, she is active at her children’s school and also enjoys reading, cooking, photography and yoga.
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina and Pleasanton, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.