VP
CFP
VP
CFP

Virginia Paneda

27 Years of Experience
San Jose, CA
May Earn Commission

Virginia Paneda is a CFP-designated registered investment advisor at Rps Retirement Plan Advisors, based in San Jose, CA, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 31 clients with $340M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$336.3M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

San Jose, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rps Retirement Plan Advisors
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Richard P. Slaughter Associates, INC.
January 2005 - April 2022 · 17 yrs 3 mos
Charles Schwab & CO., INC.
June 1999 - November 2004 · 5 yrs 5 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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