Rosana Ralya

Employer firm

Values Added Financial CRD 288912

$314M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2024
  Buckingham Asset Management, Llc
  Clayton, MO
• 07/2024 → 06/2026
  Focus Partners Wealth, Llc
  Boston, MA
• 06/2026 → Present
  Values Added Financial, Llc
  Washington, DC

Previous Registrations

• 2024-07-01 → 2026-07-02
  Focus Partners Wealth, Llc
  Santa Rosa, CA
  St. Louis, MO
• 2016-09-02 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Santa Rosa, CA
  St Louis, MO
• 2015-02-03 → 2016-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Rosa, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-03-27
• S65 Uniform Investment Adviser Law Examination
  2014-09-27

Designations

• Certified Financial Planner