Madeline Valente, CFP®

Madeline Valente, CFP®

Senior Wealth Advisor, Partner

Senior Wealth Advisor, Partner

Madeline is a firm believer in fee-only advising and its ability to deliver objective and prudent advice specific to each client’s unique situation. She is especially passionate about the need for a holistic approach to financial planning as well as elevating women to equal standing in this process. Madeline is responsible for client’s financial planning and investment management strategies.

Madeline holds a BA degree from U.C. Davis. Prior to joining BlueSky Wealth Advisors in 2003, she worked for the Department of the Treasury and PeopleSoft. Madeline lives in Northern California with her children.

 
What do you enjoy most about being part of BlueSky?

I like being part of a team—a team that includes our clients—and being able to make a meaningful, lasting, positive difference in people’s lives and the generations that will come after them. It truly brings me joy watching our clients achieve their goals and live out their dreams.

What does “improving the quality of our clients’ lives” mean to you?

Every day has the potential to be a new beginning for us. With peace of mind knowing that the course of your financial life is in good hands and that you are on track to achieve your goals, you are freed up to direct your energy and your time in pursuit of the things that bring you the most fulfillment and pleasure in life.

What keeps you busy when you’re not working?

When I’m not working, I love spending time with my family and my dog. I also enjoy reading, hiking, yoga, Pilates, cooking, and photography.

 
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