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Reviews for Ray Valencia - Financial Planner
Add your commentRay Valencia - Financial Planner
3333 Michelson Dr #820, Irvine
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3333 Michelson Dr #820, Irvine
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Ray has been my financial advisor for almost 8 years. I have found him to very professional and personable. Thanks to his understanding of my financial needs, I am confident in my present and future financial wellness.
Ray Valencia, Financial Planner and Prudential Advisor has supported me and my family with our financial and insurance needs for many years. I have my retirement accounts and life insurance coverage managed by Ray. He is steadfast in his support of me and my family. He is objective, thoughtful, and trustworthy in the advice he has given us over the years. Compared to experience with other individuals I have worked with in the past, Ray far outweighs them in his knowledge and approach in working with clients. As a former CEO and President of a large health care company and a very satisfied customer, I highly recommend Ray for your investment and insurance needs.
Ray is a great person. He has been a trusted advisor and friend. We count it a blessing to have met him and his advice has been invaluable in managing our assets. He responds quickly, patiently answers our questions, and helps us make informed decisions. Today, I am enjoying peace of mind in my retirement thanks to Ray.