Valeria Bahena

Sales Manager at LPL Financial

Role
Advice Leader, Wealth Advisors Group at LPL Financial
Location
Phoenix, AZ, US
LinkedIn followers
500 followers

About Valeria Bahena

Over the years I\'ve gained a Multi-cultural perspective while culturing different communication skills. I’ve consistently been commended for my strong interpersonal skills and my ability to keep customers satisfied. I fluently speak international Spanish and English and I am also proficient in Microsoft applications. I can be reached at v••••••••@yahoo.com.

Experience

  1. Advice Leader, Wealth Advisors Group

    LPL Financial

    Apr 2025 — Present · US

    As a Sales Manager in the financial services industry, I specialize in empowering advisors to elevate their client conversations, refine their sales approach, and consistently hit their growth targets.With a background in both advising and leadership, I understand the balance between performance and people. I’m passionate about coaching—whether it’s refining call flows, uncovering client opportunities, or developing a long-term book of business built on trust and consistency.I lead with empathy, strategy, and accountability, and I thrive on creating an inclusive, results-driven culture where advisors feel supported and challenged to grow.

Education

  • GateWay Community College

    Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

    2013 — 2016

  • Brigham Young University–Hawaii

    Bachelor's degree, Business, Management

    2016 — 2018

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