Broker Check

We Aren't Your Typical Financial Advisors

The GMV & Associates team at Waddell & Reed is different. We don't just help our clients invest their hard earned dollars. We help clients make crucial life decisions in regard to their finances. Because of this approach, we cultivate ongoing relationships with our clients that last generations. Most importantly, we help our clients navigate the path toward financial success.

 

If you are looking for someone to help you find answers to complex financial situations, you've come to the right place. Whether in person or online, the GMV & Associates team is committed to giving sound, comprehensive advice to those interested in being as efficient as possible with their finances.


Financial Planning is Our Process

We have an extreme passion for planning and exploring creative ways we can help to improve a client's financial life. It's not all about investments. It's about financial efficiency, which often includes taxes and the ability to simplify things. Who knew you could simplify taxes?

The mere thought of one's own finances, taxes, and investments can be a major pain-point, there is a lot to know and a lot of emotions involved. That is were one's success can quickly become derailed, and that's where we come in. We create personalized and dynamic living-plans to help prevent irrational and emotional decision making. That in itself is our core value to you as a client.

We believe that by hiring an advisor with the GMV & Associates team to help you create and secure your wealth, you will become part of a truly amazing process.


Behavioral Investing. Cameron Valadez, CFP

We Feel We Do Our Best Work With


1. Families who have built a net-worth of over one-million dollars through diligent saving. And,

2. Who are preparing for or experiencing one of life's major transitions i.e. career change, retirement, divorce, death of a loved one, sudden wealth. And,

3. Who value being as efficient as possible with their wealth and taxes, and realize that having a professional help guide them can free up more of their time to enjoy life!


Life's Transitions

We help clients navigate through life's toughest transitions...                                  

  • Divorcing or Divorced
  • Widow(er)
  • Now Have the Role of an Executor or Trustee
  • Settling the Estate of a Parent/Loved One
  • Retiring
  • Taking Care of Elderly Parents
  • Changing Careers
  • Selling a Small-Business
  • Medicare

Understanding Your Benefits

We help clients analyze benefits and navigate the complexities of transitioning to-and-from organizations that offer them. We have experience in serving clients who are...


Members/Employees of:

  • FERS/OPM
  • CalPERS
  • CalSTRS
  • SBCERA
  • Loma Linda University
  • Stater Brothers
  • Edison
  • Railroad
  • Union


Corporate Executives with:

  • Stock Bonus Plans
  • Buy-Sell Agreements
  • ESOP
  • Restricted Stock Units (RSU)
  • Incentive Stock Options
  • Restricted Stock Plans
  • Non-Qualified Deferred Compensation Plans

Take A Look Around

Our site is filled with fantastic educational videos, articles, and resources designed to help you learn more. If you find that we are a potential fit for you, feel free to reach out to us to start a (down to Earth) conversation.

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Waddell & Reed is not affiliated with any other entities referenced.  (09/20)