Rosana Ralya
Investment adviser representative at Values Added Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$313.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Values Added Financial, LLCJun 2026 to now
- Focus Partners Wealth, LLCJul 2024 to Jun 2026
- Buckingham Asset Management, LLCAug 2016 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, DC).
Values Added Financial
Legal name: Values Added Financial LLC
$313.7MAssets managed
115Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6432739
- Firm CRD
- 288912