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

Toni Valdez has worked in the financial industry since her College days in the early 90’s. Jenna and Toni started working together over 30 years ago at TSI Financial in San Bernardino, CA. She earned her degree from California State University San Bernardino. After college, she worked for American Funds, The Gensler Group and KWB and Associates. Toni joined Retirement Wealth Group in 2017 and provides assistance analyzing portfolios for retirement accounts and support to manage trade platforms with Jenna.

Toni enjoys reading and playing cards with her family. She is a true sports fan, being a lifelong Dodgers and Rams fan. With her daughters now finished with college she plans to spend her newfound free time (and money) attending as many games as possible, traveling to different venues around the country. Her husband John is a successful sales manager in Orange County, where they live with their fur babies.