Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Education
Lifetime Achievements
Personal Information
Affiliations
References
Timeline
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Zach Valdespino

Zach Valdespino

Lake Forest,CA

Summary

Dynamic Financial Representative with extensive experience at Pacific Advisors, specializing in comprehensive financial planning and investment strategies. Proven ability in client relationship management and risk analysis, delivering tailored solutions that enhance portfolio performance. Adept at conducting educational seminars, fostering informed decision-making among clients, and driving successful financial outcomes. Accomplished in promoting products, evaluating financial backgrounds and meeting customer needs with a determined mentality and flexible approach. Exceptional planning, organizational, and communication strengths.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Financial Representative

Pacific Advisors
Irvine, CA
07.2024 - Current
  • Provided comprehensive financial planning services, analyzing client goals and recommending investment strategies.
  • Developed personalized investment plans aligned with client risk tolerance and financial objectives.
  • Delivered regular performance reports, detailing portfolio performance against established benchmarks.
  • Cultivated strong client relationships, fostering trust in financial portfolio management.
  • Collaborated with tax professionals to enhance tax efficiency through strategic asset allocation.
  • Conducted seminars on personal finance, educating individuals on wealth management strategies.
  • Created customized retirement income strategies based on desired lifestyle and risk preferences.
  • Partnered with a team of professionals to deliver holistic financial solutions for clients.

Financial Representative

Northwestern Mutual
Ontario, CA
05.2023 - 04.2024
  • I am so happy to have passed my Series 6 and SIE. I am eager to pursue a career in financial services. I have been studying and practicing to become a certified financial planner and eager to learn more about institutional investing.

Life Insurance Sales Agent

AAA Auto Club Enterprises
Huntington Beach, CA
03.2022 - 05.2023
  • I have a passion for financial services and have been life insurance licensed for 18 years. I enjoy helping people protect their financial futures and preparing their legacy.

Superintendent

ESPLANADE BUILDERS
Orange County, CA
09.2021 - 02.2022
  • We were responsible for creating all subcontractor appointments to meet schedule milestones established by the Project Schedule followed up with daily reports and pass downs for said project(s) in order to keep the PE('s) & PM('s) informed of any impacts to the completion/delivery date.
  • Pass downs to building engineers and property managers also would include pertinent details to obtain access to areas of the property that would impact neighboring suites whether it be a noise disturbance or to obtain access to run MEPS.
  • With the impact of Covid-19 additional daily administrative and medical duties have been passed down to the Superintendent in order to maintain a safe work environment for the customer, for the people on the daily project(s), and neighboring associates in the buildings we are working in.
  • Not only do we have to adhere to all government mandates, but we are obligated to follow our employers rules, building rules, and maintain sub-contractor compliance with all afore mentioned.

Superintendent

HOLWICK CONSTRUCTORS
Los Angeles County, CA
10.2018 - 08.2021
  • We were responsible for creating all subcontractor appointments to meet schedule milestones established by the Project Schedule followed up with daily reports and pass downs for said project(s) in order to keep the PE('s) & PM('s) informed of any impacts to the completion/delivery date.
  • Pass downs to building engineers and property managers also would include pertinent details to obtain access to areas of the property that would impact neighboring suites whether it be a noise disturbance or to obtain access to run MEPS.
  • With the impact of Covid-19 additional daily administrative and medical duties have been passed down to the Superintendent in order to maintain a safe work environment for the customer, for the people on the daily project(s), and neighboring associates in the buildings we are working in.
  • Not only do we have to adhere to all government mandates, but we are obligated to follow our employers rules, building rules, and maintain sub-contractor compliance with all afore mentioned.

Life and Annuity Agent

Family First Life
Santa Clarita, California
01.2018 - 01.2021
  • This was a part-time opportunity
  • Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.
  • Monitored financial markets and advised clients on investment opportunities.
  • Responded promptly to customer service calls and inquiries from diverse groups of individuals.
  • Coordinated with other professionals, such as lawyers and financial advisors, to provide comprehensive services.
  • Developed and maintained strong relationships with clients and stakeholders.

Facilities Manager/project Manager

AAA COMPANIES
West Coast, CA
03.2016 - 10.2018
  • My daily responsibilities for the 4 million square feet of property we maintained for RaboBank, and Mechanics Bank we to answer inbound emergency needs and dispatch necessary emergency services to mitigate further damages in order to access and repair the cause of failure and rebuild as needed.
  • I also had to oversee two (2) CSR's that would dispatch non-emergency services and on-going routine maintenance service requests.
  • Our duties were to answer the bank managers as quickly as possible in order to keep their businesses open and running.
  • Customer service is a major scope of the facilities management team and we were responsible to answer bank managers at an 'on-call' basis.
  • Some of the work required overnight stays and/or out of state travel to oversee projects from inception to completion.
  • I was responsible for not only writing proposals and estimating projects, but reviewing sub-contractor invoices/proposals and choosing vendors for project needs.
  • We would maintain vendor relationships and add new vendors as needed in order to support our customers needs.

Life Agent

Equis Financial
Santa Clarita, California
10.2017 - 01.2018
  • This was a Part-Time Opportunity
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Educated clients on the importance of life insurance and financial planning.

Education

Certificate - Certified Financial Planner

The American College of Financial Services
King Of Prussia, PA
12-2027

Skills

  • Service connections and referrals
  • Financial reviews and planning
  • Sales techniques and expertise
  • Client servicing and relationship management
  • Risk analysis and investment strategies
  • Project management and appointment scheduling
  • Tax planning and cash flow analysis
  • Debt management and payment processing
  • Data analysis and product recommendations
  • Presentation development and continuous professional development
  • Retirement planning and account management

Accomplishments

  • Client Builder Award-Guardian Life October 2024
  • Million Dollar Round Table Qualifier 2024

Certification

  • Life, Health & Accident
  • Series 6
  • SIE

Languages

English
Native/ Bilingual
Spanish
Elementary

Education

true,other

Lifetime Achievements

  • I was the first person in my immediate family to make a six figure income. 2000
  • Entrepreneur, Paint Contractor: Scaled the Business from small start-up to equitable sale. 2008-2013
  • Entrepreneur, Professional Baseball Hitting Instructor & Bases Loaded Academy Start-Up not-for-profit academia, baseball theory and skills training. My enrollment went from one (1) student to over growing to 50 students very quick. I was able to pivot and apply focus on 12 players and made some sucessful student players that played NCAA and now MLB. 2008-2017

Personal Information

Affiliations

  • Board of Directors for the Dana Point Chamber of Commerce-2024 to Present
  • Community Educator for the Alzheimer's Association of America-Orange County Chapter-2024 to Present
  • Board of Directors for William S. Hart Baseball from 2005-2018
  • I played college baseball and have a passion for the game as well as player development. I started a not-for-profit business, Bases Loaded Academy, and grew our membership to over 48 kids over a 2-year period of time from 2011-2013

References

References available upon request.

Timeline

Financial Representative

Pacific Advisors
07.2024 - Current

Financial Representative

Northwestern Mutual
05.2023 - 04.2024

Life Insurance Sales Agent

AAA Auto Club Enterprises
03.2022 - 05.2023

Superintendent

ESPLANADE BUILDERS
09.2021 - 02.2022

Superintendent

HOLWICK CONSTRUCTORS
10.2018 - 08.2021

Life and Annuity Agent

Family First Life
01.2018 - 01.2021

Life Agent

Equis Financial
10.2017 - 01.2018

Facilities Manager/project Manager

AAA COMPANIES
03.2016 - 10.2018

Certificate - Certified Financial Planner

The American College of Financial Services

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