Rick Valdez, CFP
Goodfriend & Jacobs
Certified Financial Planner in Santa Monica, CA
Address:1299 OCEAN AVE
Santa Monica, CA 90401
About Rick Valdez
Rick Valdez is a financial professional at Goodfriend & Jacobs located in Santa Monica, California. Rick Valdez holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Rick Valdez provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Rick Valdez1299 OCEAN AVE
Santa Monica, CA 90401
Phone Number:
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Website:
http://goodfriendjacobs.com/
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