Alfonso Valdez began his career with Trilogy Financial in 2003 after earning his Bachelor degree in Business Administration from the University of San Francisco. There he played four years of collegiate baseball earning many top academic honors for student-athletes. His hard work and desire for top quality performance on the playing field have become lifelong habits. What helped Alfonso excel as an athlete he uses to help his clients work towards their top financial goals on a daily basis.
Alfonso has helped his clients pursue both short and long-term financial goals by implementing the focus and strategies necessary to define and create a personal financial strategies to help address your goals. He believes to be successful you have to approach the future with excitement, optimism, and compassion. Even though Alfonso practices assists a broad range of clients and provides a variety of services, he focuses on planning for retirement. Working with client’s retirement plans (personal and employer-provided) and their investments to help create the wealth necessary to make work optional is part of the battle; Alfonso believes strategic solutions for clients must also contain plans to access those funds to help his clients achieve the financial independence they desire.