Recognized by Forbes: Alfred Valencia, CExP™, Among Southern California’s Top Financial Security Professionals
WestPac® Wealth Partners is proud to announce that Alfred Valencia, CExP™, has been named to Forbes’ 2026 Best-in-State Financial Security Professionals list for Southern California, ranking #60 in the region.
Alfred is central to the financial strategies that drive WestPac’s commitment to client prosperity. His experience spans comprehensive financial planning, investment management, retirement strategies, and legacy planning. He leads a disciplined, client-focused team that delivers tailored, results-driven solutions.
“Most of the people I work with are business owners and physicians who have spent their careers building something meaningful,” said Alfred Valencia. “My job is to help them protect it, grow it, and pass it on with purpose. Being named to the Forbes list is an honor, but the real measure of our work is reflected in the goals our clients pursue with our support.”
Alfred has also been named a 2026 Five Star Award Winner by Essential Engineer, recognizing his client service, financial experience, and dedication to supporting business owners and families in pursuing their long-term financial goals.
Together, these honors recognize Alfred’s contributions to his clients and the leadership he brings to WestPac Wealth Partners.
WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680 | These awards is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals List 2026 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. | 9179130.1 Exp. 10/28