Robert Valenzuela

Robert Valenzuela Email and Phone Number

Senior Financial Advisor @ Keystone Private Wealth
Robert Valenzuela's Location
Los Angeles Metropolitan Area, United States
Robert Valenzuela's Contact Details

Robert Valenzuela work email

Robert Valenzuela personal email

n/a
About Robert Valenzuela

I've been living in the Coachella Valley for over 18 years. 10 years in banking and 3 years in business sales. I love helping businesses, networking and helping people aim to reach their goals.Householder Group Estate and Retirement Specialists LLC. advisors are Registered Representatives with and securities offered through LPL Financial, Member FINRA, SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. Investment advice offered through Householder Group Estate and Retirement Specialists LLC., a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Robert Valenzuela's Current Company Details
Keystone Private Wealth

Keystone Private Wealth

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Senior Financial Advisor
Robert Valenzuela Work Experience Details
  • Keystone Private Wealth
    Senior Financial Advisor
    Keystone Private Wealth Aug 2024 - Present
    Palm Desert, California, United States
    I work as a holistic Wealth Management Advisor. I help create retirement plans, investment strategies, provide life insurance solutions, and also take the time to make sure we do what we can to mitigate taxes so my clients can keep more of what they've earned. My goal is to make sure my clients understand their investments and feel comfortable with the stategies in place.
    View
  • Householder Group Estate & Retirement Specialists, Llc
    Vice President Of Financial Planning
    Householder Group Estate & Retirement Specialists, Llc May 2021 - Aug 2024
    Rancho Mirage, California, United States
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Feb 2019 - May 2021
    Coachella Valley
    I help families and individuals achieve financial peace by understanding what is important to them and using our established process to create a strategy for reaching those goals. I continue to partner with them for the future and help with any life changes and unexpected changes. My greatest joy in this career is helping to educate and build lasting relationships.
    View
  • Paychex
    Small Business Consultant
    Paychex Aug 2015 - Jul 2018
    Network and set appointments with businesses who have 1-50 employees. Consult with business owners regarding their employees and provide solutions to Payroll, HR, Retirement, Time and Attendance, and much more. Set up an average of 6 meetings per week. Network with local banks, accountants and othr advisors businesses require.
    View
  • Jpmorgan Chase & Co.
    Business Specialist
    Jpmorgan Chase & Co. Jun 2011 - Jul 2015
    Palm Desert, California
    open business accounts and build relationships to cross sell other products(loans, credit cards, merchant services, payroll) also set up meetings for relationship manager to set up larger commercial loans
    View
  • Jpmorgan Chase & Co.
    Relationship Banker
    Jpmorgan Chase & Co. Jun 2008 - Jun 2011
    Palm Desert, California
    passed series 6, 63 and CA life insurance. passed notary test. set up personal accounts and built relationships leading to investment opportunities. opened various personal accounts.
    View
  • La Jolla Bank, Fsb
    Customer Service Representative
    La Jolla Bank, Fsb Sep 2005 - Jun 2008
    Indian Wells, California
    Open and service all Consumer Accounts, audit Vault and other bank regulations.Handle Various Trust Accounts and Situations. Process IRA transactions.
    View

Robert Valenzuela Skills

Customer Service Team Building Leadership Business Development Sales Training Cold Calling Account Management Networking Banking Telemarketing

Frequently Asked Questions about Robert Valenzuela

What company does Robert Valenzuela work for?

Robert Valenzuela works for Keystone Private Wealth

What is Robert Valenzuela's role at the current company?

Robert Valenzuela's current role is Senior Financial Advisor.

What is Robert Valenzuela's email address?

Robert Valenzuela's email address is ro****@****nes.com

What skills is Robert Valenzuela known for?

Robert Valenzuela has skills like Customer Service, Team Building, Leadership, Business Development, Sales, Training, Cold Calling, Account Management, Networking, Banking, Telemarketing.

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