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.