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Claire Cheng

Valuetech Private Advisors

Pomona, CA

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Current Employers
Valuetech Private Advisors

1370 Valley Vista Dr Suite 200, Diamond Bar, CA 91765 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-02-18
  • CA RA
    APPROVED_RES
    Since 2025-02-18

Branch Locations

3191 W Temple Ave, #125, Pomona, CA 91768 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
C&Z Accounting Corp Pomona CA 07/2016 Present
Valuetech Private Advisors Llc Pomona CA 04/2024 Present
  • 07/2016 → Present
    C&Z Accounting Corp
    Pomona, CA
  • 04/2024 → Present
    Valuetech Private Advisors Llc
    Pomona, CA
Other Businesses

Business Name: C&Z Accounting Corp. Whether the business is investment-related: No. The business address: 3191 W Temple Ave, #125, Pomona, CA 91768. The nature of the business: Accounting services. Your position: CEO. Title, or relationship with the business: Owner. The start date of your relationship: 7/1/2016. The approximate number of hours/month you devote to the business: 108 hours/month. Briefly describe your duties relating to the other business: supervise accounting services, and do not involve investment advice.

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