Broker Check

Your Advisory Team

Cameron Valadez, CFP®, AWMA®

Financial Advisor

(951) 900-8850 x101

(951) 823-0115

cvaladez@wradvisors.com

 

Cameron joined Waddell & Reed with the intention of providing his clients with the education and tools they need to accumulate and manage their wealth. He holds a Bachelor’s of Science in Business Administration with a concentration in Finance, and a minor in Accounting. 

Cameron is a CFP® Practitioner and member of the Financial Planning Association. He has a knack for attention-to-detail and a true passion for planning during life events.

    

 

In addition, Cameron's real-world experience with investments and complex financial situations led him to acquire the Accredited Wealth Management AdvisorSM designation through the College of Financial Planning.

Cameron is married to his lovely wife Courtney, has a step-daughter Remedy, and on February 21st, 2019 had his first son Walker (a true Jedi). In his free time Cameron can be found on the ball field with his family, sport-fishing, drumming, and in the weight room!

   

Cameron Valadez CERTIFIED FINANCIAL PLANNER and Family

   

Favorite Financial Tip: "Every so often, check your current cable provider's new promotions. Many times providers start charging you more and more after the first 12 months or so of being a customer (thanks for being loyal). Sometimes you can cancel your current arrangement and sign up for their new promotion at a lower rate, because they would rather have you stay than switch. All you have to do is call and ask! Although, you should always make sure they won't charge you to cancel and re-up, before cancelling anything. You could possibly save quite a bit of money each month and use that savings for something that will improve your family's future!"

"Most importantly, KISS (Keep it Simple Stupid)."

 

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

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

Benjamin Guizlo, AWMA®

Financial Advisor

(951) 900-8850 x102

(951) 823-0115

bguizlo@wradvisors.com

 

Ben, a native of Riverside, is heavily invested in the future of his city and its people. This led him to enroll at CSU San Bernardino to pursue a Bachelor’s of Science in Management. While in college he continued to support the community through nonprofit organizations such as Volunteer Income Tax Assistance (VITA). Despite the national financial crisis at the time, Ben firmly believed that his calling was to provide his community with financial education and guidance. He went on to join Waddell & Reed in 2012. When he is not serving his clients, Ben enjoys spending his time sailing with his wife Hilary, his daughter Louise, and the newest addition to the family, his son Paul!

 

Banjamin Guizlo Financial Advisor and Family

   

Favorite Financial Tip: "If you have term insurance and have determined that you absolutely must cancel it, or have purchased additional insurance with the intent of cancelling your old policy, don't! Most insurance companies offer a "Grace Period", of 30 days after the date the last premium was due until it lapses. If you cancel it, that's it! You no longer have that coverage. Instead, simply let it lapse (knowing that you will no longer be covered) this will give you a little extra time to be covered and you can still change your mind during the "Grace Period", if needed. If you have your premiums paid by an automatic bank draft every month, call the insurance company and ask them to stop debiting your account, rather than cancelling it outright."

Ben is an Accredited Wealth Management AdvisorSM professional.

 

 

 

*ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Waddell & Reed is not affiliated with any other entities referenced herein. 

This is meant for educational purposes only.  It should not be considered investment advice, nor does it constitute a recommendation to take a particular course of action. Please consult with a financial professional regarding your personal situation prior to making any financial related decisions. (09/20)

 

Stephanie Milner

Operations Coordinator

(951) 900-8850

(951) 823-0115

smilner01@wradvisors.com

Stephanie is the backbone of GMV & Associates. She acts as a personal assistant to our advisors and helps ensure that all back-office processes are completed efficiently, and in a timely manner.

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Home Office Support - Advanced Planning Team

Amy Bryant, JD, CLU®

Director, Advanced Planning

Amy is an estate and business planning attorney, supporting WRI advisors in the high-net-worth and ultra-high-net-worth markets. Her support includes everything from training and document interpretation to case strategy, development...
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Ashley Greene, JD, LLM

Director, Advanced Planning

In her role, Ashley helps Waddell & Reed advisors with advanced planning needs, providing them with knowledge and tools necessary to build a solid and effective financial plan. She also provides training and education to advisors...
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Will Bohne, CFP®

Director, Financial Planning Development

As the director leading the financial planning sales team, Will applies his time and energy to building the capacity of advisors to scale and deliver a comprehensive financial planning experience in their practice. He joined Waddell...
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Organizations

Financial Planning Association

Cameron Valadez is a member of the Financial Planning Association®

The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning.

FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. By providing opportunities for professional development, business support, advocacy and community at the national and chapter levels, FPA is truly indispensable in the advancement of today’s CERTIFIED FINANCIAL PLANNER™ professionals.

FPA is headquartered in Denver, CO and is governed by a volunteer Board of Directors who is charged with setting the strategic vision for the organization. FPA’s staff is dedicated to implementing that vision and creating an unparalleled membership experience.

For more information, please visit http://www.plannersearch.org/ or https://onefpa.org


Financial Services Institute

Benjamin Guizlo and Cameron Valadez are members of the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to objective, affordable financial advice, delivered by a growing network of over 37,000 independent financial advisor members. FSI is an organization that works hard to help protect clients’ access to quality financial advice. FSI helps educate elected officials and regulators on what Americans need from financial advisors and how the industry works with clients to plan for their financial futures. They also help ensure that we can continue to offer our clients the advice they need.

FSI helps to effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.


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Waddell & Reed is not affiliated with the Financial Services Institute (FSI) or the Financial Planning Asssociation (FPA).  09/20