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Tom Valdez Email & Phone Number
Insurance Sales Consultant and Broker
at
Valdez Insurance Solutions
1 work email found
@valdezinsurancesolutions.com
2 phones found area 615
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Insurance Sales Consultant and Broker
Location
San Diego, California, United States
Company size
Who is Tom Valdez? Overview
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Quick answer
Tom Valdez is listed as Insurance Sales Consultant and Broker at Valdez Insurance Solutions, a company with 1 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at valdezinsurancesolutions.com, phone signal with area code 615, and a matched LinkedIn profile for Tom Valdez.
Tom Valdez previously worked as Insurance Sales Consultant & Broker at Valdez Insurance Solutions and Financial Planner at Massmutual. Tom Valdez holds Chartered Retirement Planning Counselor from College For Financial Planning.
Company email context
Email format at Valdez Insurance Solutions
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{first}@valdezinsurancesolutions.com
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AeroLeads found 1 current-domain work email signal for Tom Valdez. Compare company email patterns before reaching out.
Profile bio
About Tom Valdez
With over 12 years in the insurance industry, my gift and passion is for helping people understand difficult concepts and problem solving. I am heavily invested in my clientele, and because many insurance decisions are made with multiple factors and people in mind, it is important for me to get to know my clients beyond surface-level topics. Health insurance, Medicare, and employee benefits packages are not one-size-fits-all, and at times, they require significant strategizing. Whether I'm working with a senior citizen, a self-employed family, or a CEO, I am all-in helping you get the coverage you need.
Listed skills include Customer Service, Finance, Data Analysis, Microsoft Office, and 22 others.
Current workplace
Tom Valdez's current company
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Valdez Insurance Solutions
6 roles · 19 years
Tom Valdez work experience
A career timeline built from the work history available for this profile.
Insurance Sales Consultant & Broker
CurrentI work for businesses, individuals, and families. I help them learn about, shop for, and enroll into quality health insurance plans.This includes: -Business plans-ACA plans-Medicare plans-and other related insurances.As a broker, I contract with several insurance companies to give people choices that work for them. There are no broker or consultation.
Oct 2016 - Present
Financial Planner
Marketed and sold insurance and investment products to individuals and businesses, including: life insurance, disability income insurance, mutual funds, and annuities.MassMutual Financial Group acquired MetLife Premier Client Group on July 1, 2016
Aug 2015 - Oct 2016
Assistant Vp - Financial Solutions Advisor
Responsible for relationship development with bank's most valuable clients and ensuring that they utilized the firm's full product suite to include: checking, savings, lending products, and investment products, with an emphasis on: CDs, mutual funds, and managed money products.
Aug 2012 - May 2015
Investment Adviser Representative
Ing Financial Partners
Aug 2011 - Jun 2012
Research Associate Ii
Coordinated all aspects of clinical research trials involving experimental treatments for diabetes, Hepatitis C, and various cancers, including: recruitment of study participants, medical qualification of recruited participants, oversight of medical procedures and data integrity, and closeout of studies. Worked directly with pharmaceutical sponsor staff.
2007 - 2011
~4 yrs
2 education records
Tom Valdez education
Chartered Retirement Planning Counselor
Bachelor Of Arts, Industrial-Organizational Psychology
FAQ
Frequently asked questions about Tom Valdez
Quick answers generated from the profile data available on this page.
What company does Tom Valdez work for?
Tom Valdez works for Valdez Insurance Solutions.
What is Tom Valdez's role at Valdez Insurance Solutions?
Tom Valdez is listed as Insurance Sales Consultant and Broker at Valdez Insurance Solutions.
What is Tom Valdez's email address?
AeroLeads has found 1 work email signal at @valdezinsurancesolutions.com for Tom Valdez at Valdez Insurance Solutions.
What is Tom Valdez's phone number?
AeroLeads has found 2 phone signal(s) with area code 615 for Tom Valdez at Valdez Insurance Solutions.
Where is Tom Valdez based?
Tom Valdez is based in San Diego, California, United States while working with Valdez Insurance Solutions.
What companies has Tom Valdez worked for?
Tom Valdez has worked for Valdez Insurance Solutions, Massmutual, Bank Of America Merrill Lynch, Ing Financial Partners, and Charles River Laboratories.
How can I contact Tom Valdez?
You can use AeroLeads to view verified contact signals for Tom Valdez at Valdez Insurance Solutions, including work email, phone, and LinkedIn data when available.
What schools did Tom Valdez attend?
Tom Valdez holds Chartered Retirement Planning Counselor from College For Financial Planning.
What skills is Tom Valdez known for?
Tom Valdez is listed with skills including Customer Service, Finance, Data Analysis, Microsoft Office, Investments, Retirement Planning, Life Insurance, and Microsoft Excel.
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