Certified Financial Planner™
Chartered Retirement Planning Counselor℠
Accredited Investment Fiduciary
Alex Valles is a CERTIFIED FINANCIAL PLANNER™ practitioner specializing in comprehensive financial planning.
Prior to joining a fee-only firm Alex worked at one of the largest brokerage firms in the country and was responsible for managing client relationships, financial planning, and portfolio management. At Pure, he is able to leverage his expertise in retirement planning, cash flow planning, tax planning, portfolio management, protection planning, and estate planning to develop unique strategies for clients to meet their long-term goals.
Alex graduated from California State University Fullerton with a Bachelor’s Degree in Finance – Investments & Financial Planning and holds two prestigious designations in the financial planning industry, the CERTIFIED FINANCIAL PLANNER™ Certification and the CRPC® (Chartered Retirement Planning Counselor). Prior to working with a fee-only financial advisory firm, Alex also held the FINRA Series 7 General Securities registration, the Series 66 Uniform Combined State Law registration, and a Life, Accident & Health Insurance License (L&D).
In his spare time, Alex enjoys spending time with his wife Kayla and their dog Kobe. He also loves to travel, visit family, and volunteer at his local church.
Alex's Latest Contributions
While no one knows what the future holds, there are ways you can prepare for life’s uncertainties during retirement to try to limit how blind spots impact your savings. Pure’s Associate Advisor, Alex Valles, CFP®, covers the top three: healthcare, inflation, and taxes. FREE GUIDE | Retirement Blind Spot Guide Transcript On your road to […]