Ray Valencia - Financial Planner

Financial Planners, Financial Advising, Life Insurance

3333 Michelson Dr #820, Irvine, CA 92612

Reviews for Ray Valencia - Financial Planner

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  • Oct 2023

    Ray is an exceptional financial advisor and human being. He really puts his clients needs above all else! If you are looking for the best financial advisor in OC he is your man! Thanks Ray for all you do!

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From Ray Valencia - Financial Planner

Many clients want their hard work to provide them with an income that allows them to thrive and remain self-reliant throughout their lives. We help clients organize their finances so all the resources are working in unison towards their explicit goals. The K.E.P.T. process was developed not only as a way we wanted clients to feel, but as a program that focuses on what matters most to each individual.

Hours

Monday: 9AM - 5AM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only

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Ratings

Google Google: 5/5

Ray Valencia - Financial Planner

3333 Michelson Dr #820, Irvine

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