Madeline Valente

CFP®

BlueSky Wealth Advisors

Wealth Advisor

Madeline Valente

CFP®

BlueSky Wealth Advisors

Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Madeline Valente, CFP®

(925) 846-3768

Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office

Madeline Valente is a Pleasanton, CA fee-only financial planner. BlueSky Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Madeline Valente is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Madeline is a Wealth Advisor and is located in our Pleasanton office.  She 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 is responsible for client's financial planning and investment management strategies. 

Madeline holds a BA degree from U.C. Davis. Prior to joining BlueSky Wealth Advisors in 2003, she worked for the Department of the Treasury and PeopleSoft.

Madeline lives in Northern California with her children and enjoy yoga, and hiking.

What do you enjoy most about being part of BlueSky?

I like being part of a team—a team that includes our clients—and being able to make a meaningful, lasting, positive difference in people’s lives and the generations that will come after them. It truly brings me joy watching our clients achieve their goals and live out their dreams.
 

What does “improving the quality of our clients’ lives” mean to you?

Every day has the potential to be a new beginning for us. With peace of mind knowing that the course of your financial life is in good hands and that you are on track to achieve your goals, you are freed up to direct your energy and your time in pursuit of the things that bring you the most fulfillment and pleasure in life.
 

What keeps you busy when you’re not working?

When I’m not working, I love spending time with my family and my dog. I also enjoy reading, hiking, yoga, Pilates, cooking, and photography.

Madeline Valente is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Madeline Valente

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Office Locations:

  • 1811 Santa Rita Road
    Suite 211
    Pleasanton, CA 94566
  • 2131 S. Glenburnie Road
    Suite 8
    New Bern, NC 28562
  • 1735 N. 1st Street
    Suite 295
    San Jose, CA 95122

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