Kristian Valdez

Client Associate

6

Years

Total Experience

1

Years

With REDW

Specializing In:

 

Education:

Bachelor of Business Administration from the University of New Mexico

Meet Kristian

Kristian provides proactive input and support to advisors, planners, and clients. Other functions include client interaction, operational tasks, research, analysis, financial planning input, compliance assistance, and trading.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Kristian