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Alexander N

Series 66

Los Angeles, CA

Valley Wealth Managers, Inc.

Alexander Notaro is a financial advisor with Valley Wealth Managers, Inc. in Los Angeles, CA. He holds a Series 66 designation and has eight years of industry experience working at firms including Leumi Investment Services Inc., Northwestern Mutual Investment Services, and Valley National Bank. Outside of his advisory role, Notaro is a member of Notaro Holdings LLC, an investment entity focused on mutual funds and ETFs with plans to acquire real estate. Valley Wealth Managers, Inc. is an SEC-registered adviser managing approximately $2.69 billion for individual and institutional clients, offering discretionary investment management, financial planning, and wrap fee programs. The firm uses a client-driven investment process that allocates among equities, fixed income, and cash, supported by an investment committee and third-party services.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Camille M

Series 66

Los Angeles, CA

Valley Wealth Managers, Inc.

Camille Madison is a financial advisor at Valley Wealth Managers, Inc. with four years of industry experience. She holds the Series 66 designation and previously worked at Goldman Sachs and OneMain Financial. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm follows a client-driven investment process that includes discretionary management and financial planning, utilizing a mix of individual securities, mutual funds, and ETFs.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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Leonid M

Series 66

Los Angeles, CA

Valley Wealth Managers, Inc.

Leonid Medved is a financial advisor with Valley Wealth Managers, Inc. He holds the Series 66 designation and has 14 years of industry experience. Prior to joining Valley Wealth Managers in 2023, he worked at Bank Leumi USA and its affiliated investment services for 11 years. He serves on the investment committee of the Gideon Hausner Jewish Day School, contributing to the management of the school's endowment. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm employs a client-driven investment process, allocating assets across equities, fixed income, and cash, with portfolios typically holding individual securities alongside mutual funds and ETFs as appropriate.

General retirement planning Income planning Cash flow / budgeting Debt management Wealth management
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