Alfonso Valdez began his career in the financial industry in 2004 after earning his Bachelor’s degree in Business Administration from the University of San Francisco. There, he played four years of collegiate baseball and earned many top academic honors for student-athletes. Alfonso uses the skills that helped him excel as a student athlete to help his clients work towards their top financial goals. Alfonso works hard to help his clients pursue both short and long-term financial goals by creating personal financial strategies to help address their goals.
Alfonso is a Spanish speaker, assists a broad range of clients, and provides a variety of services. He focuses on planning for retirement and works with clients retirement plans (personal and employer-provided) and their investments to help create the wealth necessary to make work optional. Alfonso believes strategic solutions for clients must also contain plans to access those funds to help his clients pursue the financial independence they desire.
He holds his Series 6 and 63 Registration with Cetera Advisor Networks LLC, Series 65 Registration with Sovran Advisors, LLC, and also hold his Life Insurance License.