Angelo Valdez is a local, trusted business owner that specializes in guiding his clients in their journey of life by providing Protection, Wealth Accumulation, Preservation and Transfer of Wealth for families and businesses. He has operated his practice on the platform of New York Life Insurance Co. and NYLife Securities, LLC for over a decade. His practice is driven by helping his clients with Estate Planning, Life Insurance, Retirement Planning, Long-Term Care Insurance and Individual Disability Insurance.
Angelo and his wife, have a 14-year old son and 11-year old daughter. During his personal time, Angelo helps coach wrestling, as his son wrestles year round. His daughter participates in Ballet, Acro-Dancing, Jazz-Dancing and Volleyball. Angelo and his family also enjoy camping, fishing and archery, during their free time.
Native to New Mexico, Angelo grew up in Grants, NM and moved to Albuquerque in 1995 to attend the University of New Mexico where he graduated with a Bachelors in Marketing and Production & Operations Management in 2000. After graduating he worked in the Mortgage industry for 5 years and the Pharmaceutical industry for 7 ½ years. During his time in the Pharmaceutical industry, he graduated from the University of Phoenix with a Master’s Degree in Business Administration, in 2009.
Angelo takes very close attention to detail and treats all of his clients with the same care as he does his family. He provides an array of solutions and due to seeing tragedy in his own family, because of an insufficient financial strategy, he has a true passion for helping his clients get the entirety of their financial solutions in place. He is a hard worker, disciplined and dedicated to help educate and empower his clients so that they can experience the peace of mind with their own financial strategy, and for their future generations.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.