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Louis Valdez, CFP®, MPAS®

Sr. Advisor of Advanced Planning

Louis Valdez brings over 30 years of experience in financial services to his role as a senior advisor on the advanced planning team at Quantum. Specializing in advanced planning strategies in the realm of insurance, Louis works closely with our consultants to partner and deliver tailored solutions. Louis has worked with major Wall Street firms and remains passionate about simplifying complex financial concepts to help individuals make informed financial decisions. Louis has earned the designation of Certified Financial Planner and Master Planner Advanced Studies through the College of Financial Planning.

 

Louis recently moved to Arizona after visiting the state numerous times in the past for business. As a passionate baseball fan, he’s on a mission to follow the Los Angeles Dodgers to 30 Major League Baseball stadiums. Outside of sports, Louis loves exploring national parks, and when he’s not pursuing these two passions, he remains committed to helping serve others in the financial services industry.

CONTACT ME TO LEARN MORE:

800.440.1088

Louis Valdez, CFP®, MPAS®

Sr. Advisor of Advanced Planning

Louis Valdez brings over 30 years of experience in financial services to his role as a senior advisor on the advanced planning team at Quantum. Specializing in advanced planning strategies in the realm of insurance, Louis works closely with our consultants to partner and deliver tailored solutions. Louis has worked with major Wall Street firms and remains passionate about simplifying complex financial concepts to help individuals make informed financial decisions. Louis has earned the designation of Certified Financial Planner and Master Planner Advanced Studies through the College of Financial Planning.

 

Louis recently moved to Arizona after visiting the state numerous times in the past for business. As a passionate baseball fan, he’s on a mission to follow the Los Angeles Dodgers to 30 Major League Baseball stadiums. Outside of sports, Louis loves exploring national parks, and when he’s not pursuing these two passions, he remains committed to helping serve others in the financial services industry.

CONTACT ME TO LEARN MORE:

800.440.1088

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