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Professional Profile for Evor Vattuone

Evor Vattuone

Danville, CA, 94526

Telephone: [925] 786-2709

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My Business Philosophy

At Aspire, we commit to providing you with the highest quality financial advisory and money management services to give you the best chance to achieve and maintain your goals.

Through personal attention and with a systematic and disciplined approach, we customize a plan that aligns with your specific needs. Our advice is based on time-tested and proven strategies backed up by sound, credible research that is clearly and understandably explained.

Below is a brief summary of the Aspire Approach to financial planning and the basis for asset management:
1. Getting Acquainted.
2. Understanding Your Goals.
3. Comprehensive Assessment & Analysis.
4. Presentation of Recommendations and Strategies.
5. Implementation - Assistance in getting your plan started for one year.

My Education (Evor Vattuone)

My degrees or years of college are:

• San Jose State Univ. / BS Business

• San Jose State Univ. / BS Aviation

Financial Services

I have the following years of financial services experience:

• 12

I hold the following financial services industry certifications or designations:

• CFP® (Certified Financial Planner)

• CCPS (Certified College Planning Specialist)

• Certified Fund Specialist

I currently hold the following active securities licenses:

• Series 65 - Act as an investment advisor for fees

My CRD or IARD number is:

• 146000

My financial registration and fiduciary status is:

• I am a Registered Investment Advisor

• I acknowledge I am a fiduciary when I provide financial advice or services

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• College Planning

• Charitable Planning

• Tax Planning

• Investment Strategy

• Current Plan Reviews

• I regularly meet clients at their homes and work if convenient. I also have access to office space in San Francisco, San Jose, and in Danville.

I provide the following types of non-discretionary investment advice and services:

• Investment Strategy & Policy

• Asset Allocation

• Money Manager Selection

• Active

• Passive

• Risk Management

• Performance Measurement

• Tax Efficient Strategies

• Current Portfolio Reviews

I provide the following investment products:

• None

My minimum asset requirement for investment advisory or money management services is:

• $50,000

My primary professional association memberships include:

• Financial Planning Association

• Chamber of Commerce, Alamo/Danville Area

Business Practices (All Professionals)

My methods of compensation are:

• Asset-based fee (Percent of assets)

• Fixed fee

• Hourly fee

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Monthly reports

• Quarterly reports

• Annual reports

• Newsletters

I generally respond to client calls or emails:

• The same business day (If call or email is received in the AM)

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Evor Vattuone

Most Recent Update: March 17, 2009

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.