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

Cameron Valadez, CFP®

AWMA®

Financial Planner

Waddell & Reed

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 Waddell & Reed in RIVERSIDE, CA and the surrounding communities.

Financial Advisor Overview

Cameron and the GMV & Associates is an independent team at Waddell & Reed. We provide the most value to clients in transition - using comprehensive financial planning - including but not limited to: medicare planning, trust investment management, divorce, and complex tax and estate planning. For more, please visit: https://gmvandassociates.wradvisors.com - I frequently publish articles on various complex planning topics our clients run into via our blog "Plan-It"

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Financial Advisor Experience

Cameron has taken the role of walking 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 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 medical professionals

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Broker-Dealer Disclaimer

Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor. 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.

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, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources