Emilio Valdes III, CFP, CRPC is a Senior Vice President-Wealth Management and Wealth Management Advisor at UBS Financial Services, Inc. With over 30 years of experience in the financial industry, Emilio specializes in developing and executing strategic solutions for the complex financial needs of high net worth individuals. He is also proficient in establishing and managing retirement plans for small and mid-size businesses. Emilio holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC) designation, allowing him to focus on both pre and post-retirement needs. He is recognized as one of Forbes Best-in-State Wealth Advisors for multiple years.
Emilio's approach to wealth management is centered around understanding what matters most to his clients and organizing their financial lives to align with their long-term goals. He provides a clear structure that helps clients understand where their money is and why, enabling them to stay focused at each stage of life. Emilio's commitment to ongoing education ensures that he stays up-to-date with the latest industry knowledge and best practices. Outside of work, Emilio enjoys playing basketball, snowboarding, and spending quality time with his family.
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