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Ari Valdez
Paraplanner
FPQP®
Ari received her Bachelor of Science degree in Business Administration with an emphasis in Management from California State University, Long Beach.
Ari holds the following certifications and licenses:
- Financial Paraplanner QualifiedProfessional™ (FPQP®)
She is currently working toward obtaining her Accredited Investment Fiduciary® (AIF®) designation and the Series 65 license.
Ari has four years of experience in the financial services industry, including two years in banking and two years in wealth management. She brings a strong foundation in financial planning and is passionate about helping clients stay organized and confident in their financial goals.
Ari grew up in Long Beach and now resides in Irvine. Outside of the office, she enjoys spending time with family, exploringnew coffee shops, and maintaining a healthy and active lifestyle.
Financial Advisors Network, Inc. is a registered investment advisory firm.
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