Financial Advisors in VALENCIA, CALIFORNIA

Valencia, CA

If you're looking for a financial advisor in the Valencia area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

Valencia locations page - Santa_compressed


Brenda Bishop
Associate Director of Client Relationship Services

Amanda Jones
Senior Client Relationship Associate

O'Zell Golden, CFP®
Senior Financial Planner

Cris Moran, CFA, CFP®
Senior Portfolio Manager

Contact Our Valencia Financial Advisors

Located right off of the 5 freeway next door to Magic Mountain theme park, on the corner of Magic Mountain Blvd. and Tourney Road. Our Valencia office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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