Ronak Adani

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2017 → 12/2023
  Td Ameritrade
  San Diego, CA
• 08/2013 → 08/2017
  Buca Di Beppo
  Brea, CA
• 06/2017 → 08/2017
  Masco Coatings
  Santa Ana, CA
• 12/2023 → Present
  Charles Schwab & Co., Inc.
  Diamond Bar, CA
• 12/2025 → Present
  L2 Financial
  Tustin, CA
• 12/2025 → Present
  Valmark Securities
  Akron, OH
• 01/2026 → Present
  Valmark Advisers
  Akron, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-01-19

Designations

• Certified Financial Planner