University of San Francisco Alumni
Helps his clients pursue their top financial goals!
Began his career at Trilogy Financial in 2004
Played 4 years of college baseball
Loves spending time with family in the outdoors & fishing
Will video conference with clients to make it easier
Alfonso Valdez began his career with Trilogy Financial in 2004 after earning his Bachelors’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 an 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 and63 Registrations with LPL Financial, Series 65 Registration with Trilogy Capital, and also holds his Life Insurance license.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial life planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial life planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.