Financial Advisors
Irvine, CA
Ray Valencia is an independent financial planner based in Irvine specializing in comprehensive financial planning and investment management. Serving individuals and families throughout Orange County, Ray works directly with clients to develop personalized strategies aligned with their long-term goals. His practice focuses on helping clients build wealth, plan for retirement, and make informed investment decisions.
Ideal for: Individuals and families seeking comprehensive financial planning, pre-retirees and retirees planning income strategies, business owners managing personal finances
Service area: Irvine and Orange County, CA
Independent Advisor: Ray operates as an independent financial planner, allowing him to provide unbiased recommendations without being tied to a specific firm or product line.
Comprehensive Planning Approach: Offers full-service financial planning that integrates investment management, retirement strategy, and long-term wealth building in one coordinated plan.
Address: 3333 Michelson Dr #820, Irvine, CA 92612
Phone: (714) 292-8323
Website: keptinvestor.com
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