Cameron Valadez, CFP<sup>&reg;</sup> - Financial Advisor

Cameron Valadez, CFP®

EA, AWMA, CPFA

Financial Planner

Planable Wealth

3850 Vine St, Suite 100A
RIVERSIDE, CA 92507
FINANCIAL ADVISOR'S WEBSITE
(951) 900-8850 CONNECT WITH Cameron
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General

Cameron Valadez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planable Wealth in RIVERSIDE, CA and the surrounding communities.

Financial Advisor Overview

Cameron Valadez is a practicing partner of Planable Wealth, a financial planning firm located in Southern California (Riverside / OC) that focuses on retirement and inheritance planning for individuals 50 and over. - Retirement Income Strategies - Simplified Investment Management - Tax Reduction Planning - Social Security and Medicare Planning - Legacy Planning for Family - Financial Planning During and Post Divorce For more information, please visit: https://planablewealth.com

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Financial Advisor Experience

Cameron Valadez, founding partner at Planable Wealth in Riverside, CA has experience assisting clients through complex situations and providing in-depth creative financial planning. Some examples of his experience are: - Unwinding dynasty trusts and uncovering mismanagement by corporate trustees - Working with client's CPAs to help solve complex tax ramifications of real estate transactions and divorce complexities - Divorce planning & negotiation strategies (pre/post) - Trust investment management - Identifying Tax/Loss harvesting and portfolio consolidation opportunities - 401(k), Profit Sharing, and Cash Balance Plans for professional firms and family businesses Credentials and Certifications: - CERTIFIED FINANCIAL PLANNER(TM) - Certified Plan Fiduciary Advisor - ACCREDITED WEALTH MANAGEMENT ADVISOR(SM)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA, CPFA, AWMA

Insurance Licenses

  • Life insurance: Various
  • Health/disability insurance: CA
  • Fixed annuities: Various
  • Variable annuities: Various

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). GMV & Associates is a team name used by Advisors affiliated with Waddell & Reed for marketing purposes only. Please be advised that we cannot accept orders sent via e-mail.
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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Government & Military, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes

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