Values Added Financial
Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better. We focus on meeting the needs of people who want a long-term advisor to help them as their lives evolve over time. We are committed to feminism, economic equality, and other areas of justice and social change. If you happen to share these values or have other closely held ones, it is important to find someone who understands them and can help you apply them to these topics. To learn more, visit: http://valuesaddedfinancial.com/ To connect and see if we are a fit, schedule an introductory call here: https://calendly.com/zteutsch/15 Values Added Financial, LLC is an investment advisor registered to do business in the District of Columbia, New York, Texas, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of information on this platform shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
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Verified contacts
6
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
2
tools in use
Monthly traffic
19
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BP
Bridget Patel
Senior Financial Advisor · Finance & Accounting
EmailPhone - JD
Jessica Dimarco
Customer Service Specialist · Customer/Client Service
EmailPhone - DT
David Tenerelli
Financial Advisor · Finance & Accounting
EmailPhone - LR
Linda Rapisardo
Financial Advisor · Finance & Accounting
EmailPhone - TW
Theadora Westlake-Stearns
Financial Advisor · Finance & Accounting
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Values Added Financial
3 distinct titles indexed · top 3 shown.
- 4financial advisor
- 1customer service specialist
- 1senior financial advisor
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