Who We Are

A family owned business, expanding one client at a time

 

With over 40+ years of experience in the industry, the Financial Designs Wealth team emphasizes the importance of transparency and education. Our clients understand each decision and strategy that is implemented as we focus on simplifying the complex financial language and explaining each strategy's purpose in easy-to-understand terms. In doing so, our clients are given the tools necessary to achieve financial independence for generations to come.


Jorge Valdes, CFP®

Jorge Valdes, CFP®

President and CEO


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Jennifer Valdes, CFP®

Jennifer Valdes, CFP®

Principal & CCO


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Ashley Nouel

Ashley Nouel

Client Associate


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Jorge Valdes Jr.

Jorge Valdes Jr.

Life Insurance Analyst


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