Lou Valdez
Big Bear Lake,California
Summary
I am a retired financial advisor with two major financial services providers during my professional career. I leveraged my analytical and communication skills along with industry knowledge to help clients obtain financial goals and long term planning. This career taught me how to manage multiple challenges and provide a high level of service and customer satisfaction.
Overview
30
30
years of professional experience
Work History
Financial Advisor
Wells Fargo Advisors
Westlake Village, United States
07.2018 - 03.2021
- Provided wealth management services to clients
- Created financial plans and delivered in a framework of comprehensive wealth management model
- Participated in firm's continuing education and leadership programs
Financial Advisor
UBS Financial Services Inc.
Westlake Village, CA
07.1991 - 07.2018
- Created customized financial and investment solutions for clients
- Presented at firm and industry conferences on development, creation and implementation of wealth management techniques
- Participated in firm's leadership and training oreinted programs
Education
CFP Designation - Financial Planning
College of Financial Planning
Denver, CO11.2017
Bachelor of Science - Finance & Economics
California State University-Northridge
Northridge, CA05.1991
Skills
- Public Speaking to large groups
- Service focused and driven by company culture
- Diligent and take pride in work
- Accomplished in sales and marketing projects
Traveling to watch baseball
I am currently traveling across the USA to watch the LA Dodgers!
Timeline
Financial Advisor
Wells Fargo Advisors
07.2018 - 03.2021
Financial Advisor
UBS Financial Services Inc.
07.1991 - 07.2018
CFP Designation - Financial Planning
College of Financial Planning
Bachelor of Science - Finance & Economics
California State University-Northridge
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