Kristian Valdez

Wealth Management Client Associate



Total Experience




Specializing In:



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.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Kristian