Vidal Velez, Financial Advisor located in Elk Grove, CA

Financial Advisor
Vidal Velez

CRPC™
2230 Longport Court Suite 120, Elk Grove, CA 95758opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Inheritance Guidance
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Healthcare Professionals
  • Hispanic Family Finances
  • Information Technology Professionals

Financial Advisor Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Book Collecting
  • Personal Fitness
  • Spending Time with Family
  • Community Outreach
  • Technology

Team Members

  • Angie Lewis
    Sr. Branch Office Administrator
  • Jaime Carroll
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(916) 691-4665

Fax

(877) 222-2875

Office Address

2230 Longport Court Suite 120
Elk Grove, CA 95758opens in a new window

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