JP Valdez
As a Private Banker, John Pablo Valdez began his career over 25 years ago in financial services and personally managed a portfolio of over 25 million dollars of investments. Later, as an International Marketing Manager, Valdez worked for some of the largest firms all over the world, including 12 years in Europe with companies such as Lancome in Paris France, and GM Europe in Frankfurt, Germany. That experience grew into managing over 300 million dollars of yearly sales in six countries: Norway, Sweden, Finland, Denmark, Spain and Portugal.
John Pablo Valdez came to the Coachella Valley and the Palm Springs, California area in
2004, and most recently held a position as a Financial Advisor and Wealth Manager at Wells Fargo Advisors, LLC., from 2007 until late 2010. For the past several years, Valdez has also served as the Chief Economist on Palm Springs' Univision affiliate, Channel 12.
For Valdez, his community always comes first. He shows families and individuals how to achieve financial stability and empowerment through investing responsibly in themselves, recovering from past mistakes and planning for the future.
Valdez has passed all the certifying licenses in the industry and chooses to work independently to preserve his ability to choose from among the many products available based on the suitablility to his clients, not necessarily those offered by any one particular firm. Mr Valdez serves as a consulant and personal manager to his clients. Among the many former licenses held and degrees earned by Mr Valdez :
MBA, and Masters of Economics IESE
Cleared U4 at AG Edwards, Wachovia Securities, and Wells Fargo Advisors
Series 7 and Series 66
CA Life Acc & Health #Blabla
CBEST
Mr Valdez is available for and frequently appears making public speaking engagements.
Claro que hablo los dos idiomas de esta zona del paiz sin ningun impedimiento, y precisamente he podido evitar que mis clientes se encuetran en los mas frecuentes abusos practicados a los que disafortunadamente no tienen o no han tenido hasta ahora accesso a un ayuda correcta, competente y profesional.
Our Mission
To offer the best possible independent advice at the least possible cost with integrity, competence and professionalism.
It is our goal to allow you access that only very few people would normally get given Mr Valdez's background and experience, and give you a direct opportunity to empower yourself into understanding the challenging financial decisions you are making everyday, taking control of those decisions in an informed way. As a company, you are promised total transparency and full disclosure at all times.
