Alfred Valencia, CExP™
Wealth Management Advisor
Alfred Valencia is an Investment Advisor Representative for WestPac Wealth Partners in Irvine, Ca. Alfred obtained his Real Estate license and started in the Mortgage Industry in 2003. Alfred acquired a vast knowledge of Mortgage Finance from a Commercial and Residential standpoint. After having much success, Financial services seemed to be a natural progression. His decision to work in financial services grew out of a strong desire to seek a profession that would allow him the opportunity to help others in a financial capacity. In 2012 he joined American Income Life and within 3 months accepted a promotion to a management position. In 2014 after very careful consideration Valencia decided to take a position at Fortis Financial that eventually merged with Westpac in 2016.
Alfred has made a deliberate decision to work with business owners and has designed a strategic team of Advisors with focus on process and execution. Valencia has many years of experience in providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. Alfred’s purpose is to help his clients protect what they have built, building currently and will continue to build in the future.
Alfred is married to his wife Lisa and enjoys living in Walnut, California with their 3 daughters Danielle, Serena, Jaiden and son Kaden. His favorite activities include cooking, spending time with his family and watching sports. He stays active by playing basketball, golf and coaching his children in their many activities.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0H99677 | 2021-128016 Exp 10/23