Valerie J. Gospodarek

VG FINANCIAL CONSULTING

Lafayette, CA

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CRD#: 5154478

Professional summary

Valerie Joan Gospodarek, who also goes by Valerie Joan Hodosi, is a registered financial advisor currently at VG FINANCIAL CONSULTING, LLC located in Lafayette, California.

Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Valerie has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Valerie Joan Hodosi

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.

Schmerling Financial Group 261 Old York Road Jenkintown, PA 19046 Investment-related: wealth management Position & relationship: independent contractor Start date of relationship: June 2021 Approximate # of hours, including during securities trading hours: variable, project dependent Duties: consulting for Schmerling's executive compensation clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valerie Joan Gospodarek'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®

None

Experience

Current

March 7, 2017 - Present

VG FINANCIAL CONSULTING, LLC

RIA

CRD#: 287580

Lafayette, CA

Past

May 30, 2006 - March 14, 2016

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

RIA

CRD#: 106909

BALTIMORE, MD

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
(3/7/2017)

IAR

Texas
(8/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VG FINANCIAL CONSULTING, LLC

GOSPODAREK, VALERIE JOAN | VG FINANCIAL CONSULTING, LLC

CRD#: 287580 / SEC#:

California

Registered Investment Advisory firm - (3/7/2017 Approved)

Texas

Registered Investment Advisory firm - (8/23/2022 Conditional Restricted)

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Contact information

Main Address

Lafayette, CA

Mailing Address

P. O. Box 224, Lafayette, CA 94549

Phone number

(925) 954-4966

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Valerie J. Gospodarek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Valerie Joan Gospodarek's CRS (Customer Relationship Summary).

Certified licenses

Experience

VG FINANCIAL CONSULTING, LLC

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

VG FINANCIAL CONSULTING, LLC

Contact information

Documents

Red Flags

Company Information

VG FINANCIAL CONSULTING, LLC

TRUST BUT VERIFY

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