Rosana Ralya
Values Added · San Francisco, California
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.
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Specialties
Who they serve
- Founders
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 |
| Assets under management | $313.7M across 513 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DC · CRD 6432739 |
| Exams passed | Series 63 (2015) · Series 65 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.valuesaddedfinancial.com |
How Rosana's firm compares
- Values Added's average account is about $611,000, from its Form ADV (assets managed divided by 513 accounts).
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Questions about Rosana
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Values Added website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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