Toni Valdez

Portfolio Analyst Assistant
909-335-1228

Phone: 909-335-1228
E-mail: tvaldez@retirementwealthgroup.com

Toni Valdez has worked in the financial industry since her College days in the late 80’s and early 90’s. Jenna and Toni started out together over twenty years ago at a Firm called TSI Financial in San Bernardino. Toni also holds a Degree from California State University San Bernardino, and after graduating College she worked as a Financial Advisor for TSI Financial, American Funds, Gensler Group and KWB and Associates. Toni joined Retirement Wealth Group in 2017 and assists Jenna with portfolio analysis for retirement accounts and helps to manage trade platforms with Jenna.

Toni has always been a diehard Rams fan, and enjoys sports in general. In her free time she prides herself on being Mom to Vanguard University Softball Player Isabelle and Orange Lutheran surfer and beauty Elie. Her Husband John is a successful Sales Manager in Orange County, where they live with their dog Teddy and cat Thumper.