ErickConway- Financial Advisor San Diego, CA

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About Erick Conway

At Strong Valley we adhere to core values that we believe are vital to the success of clients, and by extension the success of our firm. Every member of the Strong Valley community including our team members, professional partners, and affiliates share these same values and commitments.

Our Core Values -We believe that when you genuinely care about people your motivation goes beyond just looking out for their best interests, it means ensuring that clients realize the tangible financial benefits of our being there for them every step of the way. -Client relationships and loyalty are built over time - not transactions. -Profits should only come over time and that our profitability should be structured and aligned with our client's success. -Everything that matters to a client matters to us, and we are never "off the clock" when it comes to making our client's lives better. -We believe in taking a long-term view of our client's success, and that means ensuring that we are around to help clients through the entire journey.

See Disclosures

General Information

Firm Start Year

2018

No. of Employees

CRD#

5621699

Firm CRD#

284656

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Insurance and Annuity Licenses

Long Term Care, Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

1,000,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Hourly Rate

Minimum Fee Charged for Hourly Planning Accounts

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891476/paladinregistry-Strong-Valley-Wealth-&-Pension-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Erick Conway

Strong Valley Wealth & Pension