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Barbara T Gruenwald

Valley Wealth Strategies, LLC

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About Barbara T Gruenwald

Barbara Gruenwald is a financial advisor with Valley Wealth Strategies, LLC. Barbara has been in the financial services industry since 2007. Barbara holds both a Series 7 and a Series 66 license. Barbara's firm, Valley Wealth Strategies, LLC, is based in Lodi, California, and has 40 clients with assets under management of approximately $1,021,500,000. Barbara provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Barbara is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Barbara Gruenwald is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barbara Gruenwald’s Registration & Firm History

CA

01/16/2018 - Present

Valley Wealth Strategies, LLC (Napa CA)

CA

01/01/2008 - 11/29/2017

NATIONAL PLANNING CORPORATION (Napa CA)

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Licenses & Designations

BOTH

Issued 02/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara T Gruenwald.
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