Morgan Stanley
46yrs
Top advisor by experience in Aventura
21yrs
Berta Epelbaum
Financial advisor at Valley Wealth Managers
Based in Aventura, Florida, Berta Epelbaum is a fiduciary financial advisor with 21 years of industry experience. Berta has been with Valley Wealth Managers since 2023. Valley Wealth Managers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and hourly fees.
One of 279 advisors with offices in Aventura, and one of 257 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 69% of advisors at Valley Wealth Managers
Office19495 Biscayne Blvd. Suite 500, Aventura, FL 33180
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.41 million
Advisors at the firm26
States licensed ?1 state
Services through Valley Wealth Managers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowValley Wealth Managers, Inc.Current firm
Contact Berta
(888) 794-7940Firm headquarters in Paramus, NJ. Ask for Berta. 19495 Biscayne Blvd. Suite 500Aventura, FL 33180Office · Get directions Firm websitewww.valley.com/personal/wealth-management
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Questions to ask Berta
Tailored to Berta’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Berta
How do I contact Berta?
Call Valley Wealth Managers at (888) 794-7940 and ask for Berta Epelbaum. Berta works from the Aventura, FL office.
How long has Berta been a financial advisor?
Berta has been in the industry since 2005, about 21 years. More experience than 69% of advisors at Valley Wealth Managers.
What licenses does Berta hold?
Series 66. Tap any license on this page to see what it allows.
Is Berta a fiduciary?
Berta is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Berta paid?
Valley Wealth Managers reports being paid by a percentage of the assets they manage, hourly fees. Ask Berta for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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