Ray Valencia - Financial Planner

Ray Valencia - Financial Planner is dedicated to helping clients achieve financial independence and security. With a focus on organizing finances to align with individual goals, Ray uses the K.E.P.T. Planning Process to ensure that clients feel valued and understood. Clients appreciate his professionalism and personable approach, noting his deep understanding of their financial needs. Many have relied on Ray for years for support with retirement accounts and life insurance, finding his advice to be objective, thoughtful, and trustworthy. His extensive experience, including a background as a CEO and President of a large health care company, sets him apart from others in the field. Clients describe him as a steadfast supporter and a great person, emphasizing his quick responses and patient explanations. Thanks to Ray's guidance, many enjoy peace of mind in their financial futures.