Skip to Main Content
Dominic Valdez, Financial Advisor

FINANCIAL ADVISOR
Dominic Valdez

ChFC®, CRPC™
99 East C St Suite 201, Upland, CA 91786opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Healthcare Professionals
  • Business Retirement Plans
  • Physicians
  • Wealth Strategies
  • Dentists
  • Retirement Income Strategies

About Dominic

Our Clients:
I love organizing finances to help families create generational wealth. We focus on creating strategies for Healthcare Professionals including Doctors, Veterinarians, Dentists, Psychiatrists, Registered Nurses, Plastic Surgeons and even Med Spas.

Our Mission:
We want our clients to feel heard, understood, and acknowledged.
We have an established process and work together to help stay on track.
We use organization to create confidence in our financial future.

Our Process:
At Edward Jones we help clients determine how their financial goals can be realized, even during times of uncertainty. We pride ourselves on our commitment to high value service for clients.

Our Common Client Concerns:
1. Can our medical...

Work History

  • Edward JonesMay 2023 to Current
  • Charles SchwabApril 2022 to May 2023

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Loyola Marymount UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Tennis
  • Pickleball
  • Sports Enthusiast
  • Movies & Entertainment

Team Members

  • Natasha Llamas
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri Closed
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(909) 920-6635

Fax

(888) 667-4502

Office Address

99 East C St Suite 201
Upland, CA 91786opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More