wiseradvisor

Value Monitoring Inc.

Tel: 650-451-3410
250 Oak Grove Ave 2nd Floor Suite A
Menlo Park, CA 94025

Don't fit your life into your money.

Value Monitoring Inc. | Financial Advisor in Menlo Park ,CA

About Value Monitoring Inc.

Deep Relationships built on mutual trust and respect are key to success. Those who work with us will tell you that we are responsive as well as proactive, and that we communicate honestly. Our team is passionate and thorough in how we assess our clients' financial goals.


General Information

Firm Start Year:   1988
No.of Employees:   5-9
States Licensed in:   CA
Number of Years with Current Firm:   17
Work Experience:   We are principally located in Menlo Park CA in the heart of the Silicon Valley, and the Bay Area is where the majority of our clients reside. However, we have satellite offices in New Jersey and Georgia, and have clients across the U.S.
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:   Spanish, Japanese, Dutch


Services

Investment Types:   Mortgages & Real Estate, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:   Via Email, Our Offices, At my office, Via Phone, Video Conference, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Life


Firm Information

Firm's Number of Clients:   125
Firm's Number of Planning Clients:   125
Firm's Number of Managed Clients:   125
Assets Managed by Firm:   $100,000,000
Advisor's Number of Clients:   125
Advisor's Number of Managed Clients:   125
Advisor's Number of Planning Clients:   125
Assets Managed by Advisor:   100,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   100,000
Fee % Based on Assets:   2%
Hourly Rate:   n/a
Additional Details on Charges:   Our only method of compensation is from assets under management. That allows us to sit on the same side of the table as our clients whenever we discuss choices about their financial lives.


Education

Certified Financial Planner - CFP  New York University - NY, NY
1/2012-8/2012

Certified Investment Management Analyst (pre-cert)  Yale University
5/2020-10/2020



Value Monitoring Inc.

Value Monitoring Inc.

Value Monitoring Inc (VMI) is a family run financial planning and investment management firm. Dave and Mark Levenson are the company's owners and principal financial advisors. VMI was started by their father in the 80's, and they have worked together as a family since the early 2000s. Over the years, VMI has developed a broad range of financial products and strategies for use in investment portfolio construction, tax planning, and retirement and estate plan designs. Dave is a CERTIFIED FINANCIAL PLANNER™. Mark has a series 7 and is licensed to sell insurance, though VMI only consults on insurance products, we do not sell them. VMI works closely with clients to generate customized financial plans and to help find or create the right investment vehicles, insurance products, and other financial tools to fulfill those plans. At VMI we are not money managers who do financial planning, we are financial planners who manage money. Figuring out how to make our clients' lives better, smoother, and easier is at the center of everything we do.

My Team

David Levenson David Levenson CFP®

Dave is co-owner of VMI, and works principally in investment management, planning, and product design. He maintains and continues to develop VMI's time-tested investment strategies and is fluent in insurance and retirement products and their uses. Dave has been a CERTIFIED FINANCIAL PLANNER™ since 2012. He works closely with clients to identify and solve risks and inefficiencies in all areas their' financial lives, Dave is a firm believer in VMI's motto of "Dont fit your life into your m ...more

Mark is responsible for business administration and client-oriented aspects of VMI's services. "It's really a tremendous feeling to see the look on a client's face when they realize they have already achieved financial independence, or they're close, or that the concerns they had can be solved with relatively easy steps."

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Greater Bay Area

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