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portrait of Roy L Valdez
FINANCIAL ADVISOR

Roy L Valdez

CFP®
2360 Ventura Blvd Suite B, Camarillo, CA 93010opens in a new window
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About Roy

Since 2016, I've had the opportunity to work with many families and individuals of all backgrounds achieve goals they spent a lifetime imagining.

Located in Camarillo, CA we use our established process to help you achieve your goals. We take pride in offering a high-level of service that is meant to take as many items off your plate as possible so you can focus on your career, spend more time with family and pursue your passion. While working with our office, you will receive weekly updates on the markets, invites to educational workshops and a commitment to taking the time necessary...

Focus Areas

  • Retirement Savings Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesAugust 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • California Lutheran UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Reading
  • Swimming
  • Mountain Biking
  • Art & Theater

Team Members

  • Karen Hawkins
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(805) 676-0425

Fax

(877) 593-3397

Office Address

2360 Ventura Blvd Suite B
Camarillo, CA 93010opens in a new window

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