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 basketball
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.
Even though Alfonso practices assists a broad range of clients and provides a variety of services, he focuses on planning for retirement. Working with client’s retirement plans (personal and employer-provided) and their investments to help create the wealth necessary to make work optional is only part of the battle; 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 Registrations with LPL Financial and also holds his Life Insurance license.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.