Paul Valdes
VP - Financial Consultant
- Role
- VP - Financial Consultant at Charles Schwab
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Paul Valdes
My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. This strategy has enabled me to successfully grow client portfolios, grow territories, build advisor teams and exceed goals for many of the leading NYC financial advisory firms. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
Experience
VP - Financial Consultant
Jan 2024 — Present · New York, NY, US
Skills
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Wealth Management
- Investments
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