Alfred Valencia Cexptm

About Alfred Valencia Cexptm

Alfred uses his experience as an advocate for helping people get financially organized, aiming to protect and increase their net worth without taking more risk, and maximizing cash flow now and in retirement. Alfred has made a deliberate decision to work with business owners and has designed a strategic team of Advisors with focus on process and execution. Valencia has many years of experience in providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. Alfred’s purpose is to help his clients protect what they have built, building currently and will continue to build in the future.The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth.Our Mission & CommitmentClientsTo provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the optimization, protection and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.AssociatesTo enable all Wealth Strategy Partners associates to reach their maximum potential, even beyond that which they currently believe they are capable of achieving in all areas of their life.CommunityTo accomplish all of our objectives while serving as a good citizen within the community through our charitable endeavors and by our leadership./COMPLIANCE:20••••69/

Experience

1. Investment Advisor Representative

   WestPac Wealth Partners

   Jun 2014 — Present · Irvine, CA, US

   Irvine, CA