Our Edward Jones branch team believes it's important to get to know you and your goals before you begin investing with us. Working closely with your CPA, attorney and/or other estate professionals, we can determine the most suitable financial strategy for you and your family. We can also assist with retirement savings, so you have more options when you retire, regardless of where life takes you. Together, we help ensure the protection of our clients' wealth and the legacy they'd like to leave behind.
I joined Edward Jones as a financial advisor in 2015, after serving as a regional strategy manager for 11 years with Enterprise. Now, I strive to make a positive impact on my clients by helping them achieve their financial goals, while helping to keep their strategies on track through organization and structure.
After more than five years in the field, I have learned that understanding what is most important to you and your family is the foundation to our partnership. This has allowed for deeper relationships with our clients, building an ever-growing family.
Now, not only do I get to work with the best clients, I have been given the opportunity to assist in the mentorship of other Edward Jones branches within Southern California.
How many people can say that they love what they do? I can! I truly love the experiences I've had, through the work I do. Aside from enjoying my work, I enjoy spending time with my family. I have been married to my beautiful wife, Lalainia, for 23 years. Together we have two children, Lucas and Violet, as well as a mini poodle named Lulu.
The administrative team is led by Carolann Calizar, Senior Branch Office Administrator. Her role supports the connection of client and financial advisor through efficiency and empathy. Along with our newest addition to the team, Kathlene as our supporting Branch Administrator.
Whether you're local or not, we'd be pleased to serve you and your family.
- Retirement Savings Strategies
- Employee Stock Options
- Insurance & Annuities
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Culinary Arts
Office Address3532 Howard Avenue
Los Alamitos, CA 90720
Phone NumberSam Valero Jr at (562) 493-2623
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