Valentino Valdez | Financial Advisor | Los Alamitos, CA | U.S. Bancorp Wealth Management

financial advisor in Los Alamitos Valentino Valdez

Wealth Management Advisor
U.S. Bancorp Investments

562.598.8612

Primary office
3996 Ball Road
Los Alamitos, CA 90720

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For general account support, call 888-330-6918

About me

It is my pleasure to serve the financial needs of people in the Los Alamitos, Long Beach, Rossmoor and Seal Beach areas. My experience in the financial industry started in 2011. I hold a Bachelor of Science degree in finance from California State University-Long Beach. I am fluent in Spanish. California Insurance License #0H81509.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

In my free time, my interests include hiking, cycling and traveling.

Area of focus

Investment planning

Insurance protection planning

Retirement plan distribution planning

Executive compensation planning

Business succession planning

Charitable gifting strategies

Executive/trustee planning

Legacy planning

Goals-based wealth management

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.