8
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Kristian Valdez
Wealth Management Client Associate
Education:
Bachelor of Business Administration from the University of New Mexico
Meet Kristian
As a Client Associate on the Wealth Management team, Kristian provides proactive input and support to advisors, planners, and clients alike, performing research and analysis, providing financial planning input, and assisting with compliance, trading, and other operational tasks. A strong finance professional with five years of prior experience in Audit & Assurance, Kristian brings a blend of analytical rigor, strategic thinking, and a client-centric focus to her role, enabling her to deliver value-driven solutions and thrive in a dynamic environment.
Financial Planning
However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.
