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Vidal Velez, Financial Advisor

FINANCIAL ADVISOR
Vidal Velez

CRPC™
2230 Longport Court Suite 120, Elk Grove, CA 95758opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Intergenerational Planning

About Vidal

True financial confidence can come from having a solid strategy, a good financial advisor and a long-term outlook. That's where I come in. I assist high-achieving professionals, business owners, pre-retirees and retirees wanting help to grow their wealth, minimize tax burdens with the assistance of your tax professional, and secure their financial future. Whether you're retiring, planning a big financial transition, or building a lasting legacy, I provide personalized strategies to simplify decision-making and help you achieve your goals.

No two financial journeys are the same. That's why I have a tailored, strategic process — aligning every recommendation with your unique...

Work History

  • Edward JonesJuly 2021 to Current
  • Carrington CollegeApril 2021 to July 2021

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Hiking
  • Book Collecting
  • Personal Fitness
  • Spending Time with Family
  • Community Outreach

Team Members

  • Angie Lewis
    Sr. Branch Office Administrator
  • Jaime Carroll
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(916) 691-4665

Fax

(877) 222-2875

Office Address

2230 Longport Court Suite 120
Elk Grove, CA 95758opens in a new window

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