Alfred Valencia

CExP, IAR – Investment Advisor Representative
Executive Club, MDRT

Alfred Valencia brings a distinguished wealth of expertise to SWAT Advisors in California as an Investment Advisor Representative. With a foundational background in real estate, Alfred obtained his license in 2003, cultivating a profound understanding of both commercial and residential finance. This comprehensive experience naturally led him to the dynamic field of financial services.

In 2012, Alfred embarked on a career journey with American Income Life, where his exceptional skills and dedication were quickly recognized, propelling him to a managerial position within a remarkable three months.

Specializing in assisting business owners, Alfred has meticulously crafted a strategic team of Advisors, characterized by a commitment to precision and execution. His focus spans financial planning, charitable planning, estate planning, retirement planning, and investment services, drawing on years of diverse experience to serve a broad spectrum of clients and organizations. Alfred’s overarching mission is clear: to guide clients in safeguarding and advancing their current and future financial aspirations.

A purposeful decision-maker, Alfred Valencia is fuelled by a genuine desire to contribute meaningfully to the financial well-being of others. His professional journey is underscored by an unwavering dedication to helping clients protect, build, and perpetuate their financial legacies.

In his personal life, Alfred finds fulfillment as a devoted husband to Lisa. They have chosen to make their home in Walnut, California, where they joyfully raise their three daughters, Danielle, Serena, Jaiden, and their son, Kaden. Beyond the intricacies of financial strategy, Alfred indulges in his passion for culinary arts, cherishes quality family time, and avidly follows sports. Remaining active, he engages in activities such as basketball and golf, embodying a commitment to a well-rounded and fulfilling life.

Alfred’s commitment to professionalism, coupled with his genuine passion for enhancing the lives of others, solidifies his integral role within the SWAT Advisors team—a testament to the caliber of expertise and character clients can expect.