Evor C. Vattuone
ASPIRE PLANNING ASSOCIATES
Walnut Creek, CA 94596
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CRD#: 4067598
Professional summary
Evor Charles Vattuone, CFP® is a registered financial advisor currently at ASPIRE PLANNING ASSOCIATES, INC. located in Walnut Creek, California.
Evor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Evor has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.
Biography
Aspire Planning Associates is a fee-only advisory firm. We specialize in retirement planning, investment management (including real estate investing), tax planning, budgeting and cash flows, as well as people who have lost a spouse or partner.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
Real Estate Investments
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Evor Charles Vattuone's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
February 9, 2016 - Present
ASPIRE PLANNING ASSOCIATES, INC.
Office #1: 1990 N. California Blvd 8th Floor, Walnut Creek, CA 94596RIA
CRD#: 282179
Walnut Creek, CA
Past
February 29, 2008 - May 14, 2016
ASPIRE CAPITAL MANAGEMENT, INC.
RIA
CRD#: 146000
WALNNUT CREEK, CA
Past
February 2, 2000 - March 7, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 2, 2000 - March 7, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ASPIRE PLANNING ASSOCIATES, INC.
ASPIRE PLANNING ASSOCIATES, INC.
CRD#: 282179 / SEC#: 801-114918
RIA
Registered Investment Advisory firm - (4/1/2019 Approved)California
Registered Investment Advisory firm - (5/2/2019 Terminated)Texas
Registered Investment Advisory firm - (4/2/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/9/2016)
IAR
Texas(7/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
ASPIRE PLANNING ASSOCIATES, INC.
ASPIRE PLANNING ASSOCIATES, INC.
CRD#: 282179 / SEC#: 801-114918
RIA
Registered Investment Advisory firm - (4/1/2019 Approved)California
Registered Investment Advisory firm - (5/2/2019 Terminated)Texas
Registered Investment Advisory firm - (4/2/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1990 N. California Blvd 8th Floor, Walnut Creek, CA 94596
Mailing Address
Phone number
(925) 938-2023
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 366 |
| AUM (Assets Under Management) | $ 126,156,716 |
Red Flags
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Company Information
ASPIRE PLANNING ASSOCIATES, INC.
CRD#: 282179Walnut Creek, CA 94596TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
