Madeline Valente, CFP®, TPCP® Senior Wealth Advisor, Partner
Madeline didn’t follow a traditional path into wealth management—and that’s exactly what makes her approach so distinctive. She began her career out of college with the U.S. Treasury Department in San Francisco and later transitioned into the tech world with a position focused on end user training at PeopleSoft. But through it all, there was one constant: her fascination with personal finance and her desire for meaning and purpose behind her career.
In her free time, she found herself consuming books, podcasts, and articles on investing, not just for herself, but also to help others. That passion and a desire for a more satisfying career in the service of others are eventually what led her to a career in financial planning, where she discovered a calling that blended her analytical strengths with her desire to help improve the lives of others.
In 2013, Madeline joined BlueSky Wealth Advisors through the acquisition of Pleasanton Financial Advisors, where she had already been delivering boutique financial planning services. Today, she serves as a Senior Wealth Advisor and Partner from the heart of the San Francisco Bay Area.
With dual degrees in Sociology and International Relations from the University of California, Davis, and a Certified Financial Planner (CFP®) designation, Madeline brings a wide-lens perspective to her work. She combines her extensive experience with client-centered compassion and thoughtful solutions, crafting financial strategies that reflect not just the numbers but the lives and values behind them.
