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 | |
| Gender: | Male |
| 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: | Non-Profit Organizations, Individual Investors, Businesses |
| Foreign Languages Serviced: | Spanish, Japanese, Dutch |
| Advisory Services Provided: | Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management |
Services |
| Investment Types: | Annuities, Insurance, Mutual Funds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks |
| I can meet clients in the following ways: | Via Email, Via Phone, At my office, Our Offices, Video Conference, At your office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, 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. |
| 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 (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.
David Levenson
CFP®
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Mon. | 9:00 AM - 6:00 PM |
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Tue. | 9:00 AM - 6:00 PM |
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Wed. | 9:00 AM - 6:00 PM |
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Thu. | 9:00 AM - 6:00 PM |
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Fri. | 9:00 AM - 6:00 PM |
| Greater Bay Area |
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