Valdez Wealth Management Group joins Wells Fargo Advisors

You are here: Home > Banking & Finance > Banking Industry > Current Article

Valdez Wealth Management Group joins Wells Fargo Advisors

By Staff Report / Thursday, July 12th, 2018 / Comments Off on Valdez Wealth Management Group joins Wells Fargo Advisors

Louie Valdez Louie Valdez and his team, the Valdez Wealth Management Group, have left UBS Financial Services and have joined Wells Fargo Advisors in Westlake Village. With nearly three decades of experience, the Valdez Wealth Management Group provides holistic investment and wealth planning for clients in the greater Conejo Valley as well as around the…

This article is only available to Business Times subscribers

Subscribers: LOG IN or REGISTER for complete digital access.
Not a Subscriber? SUBSCRIBE for full access to our weekly newspaper, online edition and Book of Lists.
Check the STATUS of your Subscription Account.