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Robert V
Series 66
Pleasanton, CA
RPG Investment Advisory, LLC
Robert Valentine is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with RPG Investment Advisory, LLC since 2014. The firm provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $1.04 billion in client assets. RPG uses firm-developed model portfolios and employs both fundamental and technical analysis to tailor investment strategies based on client objectives and risk tolerance.
Matthew V
Series 63, Series 65
Pleasanton, CA
RPG Investment Advisory, LLC
Matthew Vera is a financial advisor at RPG Investment Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RPG Investment Advisory since 2014. RPG Investment Advisory provides portfolio management and financial planning services to high-net-worth individuals. The firm employs firm-developed model portfolios and combines fundamental and technical analysis to manage approximately $1.04 billion in client assets across discretionary and non-discretionary arrangements.
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