# Rosana Ralya

> Rosana Ralya is a fee-only financial advisor at Values Added in San Francisco, California, who holds the CFP credential. Rosana focuses on sustainable & impact investing. Values Added reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rosana-ralya/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Values Added
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $313.7M across 513 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **Works with:** Founders
- **CRD:** 6432739 (https://adviserinfo.sec.gov/individual/summary/6432739)
- **SEC registration:** Investment adviser representative in CA, DC
- **Exams passed:** Series 63 (2015), Series 65 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.valuesaddedfinancial.com

## Frequently asked questions

### Is Rosana Ralya a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rosana holds no broker registration, and Values Added reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rosana charge for financial advice?

Rosana's firm, Values Added, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Rosana Ralya based?

Rosana Ralya is based in San Francisco, California.

### What does Rosana specialize in?

Rosana's specialties include sustainable & impact investing. Rosana works with founders.

### What credentials does Rosana Ralya hold?

Rosana Ralya holds the CFP credential.

### Is Rosana Ralya registered with the SEC?

Yes. Rosana Ralya is registered as an investment adviser representative in CA and DC (CRD 6432739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Values Added manage?

Values Added reports $313.7M across 513 accounts in assets under management.

### How do I contact Rosana Ralya?

Through Rosana's website, www.valuesaddedfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6432739): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://valuesaddedfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.