EV
Edward Vallar
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Work Experience
Director Of Wealth Management
Apr 2015 - Apr 2023 · 8 years
Klein Financial Services
Director Of Wealth Management
May 2013 - Mar 2015 · 1 years and 10 months
GM Advisory Group
Director Of Investments
Sep 2001 - Apr 2013 · 11 years and 7 months
Company Details
2-10 Employees
RoundAngle Advisors was founded by a team of experienced advisors with a unique vision in mind: to serve you not simply as an investment manager or an advisor, but as a financial advocate providing lifelong support and guidance as you navigate your career, business, life, and retirement. Our goal is to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations and ongoing education tailored to your questions. Through our unique approach, we believe you can focus less on your financial challenges and more on your passions in life. With offices in New York City, Long Island, and New Jersey, we work with individuals, families, executives, and business owners nationwide.
Year Founded
2015
Social Media
Linkedin
Industry
Financial Services
HQ Location
1 Harding Road Suite 206 Red Bank, New Jersey 07701, US
Keywords
Financial Planning and Wealth Management
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