About Javier

Javier R. Valenzuela has been working with individuals and businesses in the California for over 15 years. He is dedicated to developing long lasting relationships with all of our clients. He believes in helping you assess your financial goals and risk tolerances and participate in the management of your finances.


He has FINRA Series 6, 7, 63, 65 securities licenses and Life & Health Insurance licenses (CA Insurance #0E10599).

Licensed in California, Arizona, Nevada and Utah in Advisory Services, Securities and Insurance products.



Boston College, Chestnut Hill, MA.

BA, Political Science 1981



Modern Retirement Planning Workhops 2015-18 (Instructor) 4- 6 hour workshops.

Orange County Sheriffs Dept. Academy Financial Workshop/Training (4 hours).

LAWPOA financial lunch seminars 2011-2017.

Javier Valenzuela has also sponsored these Law Enforcement Conferences:

  • Women Leaders in Law Enforcement (WLLE) CA State in 2009-2012.  
  • Post Training Northern California Conference 2013
  • LAWPOA/LAPD Annual Conferences 2011-2017,
  • Golden Eagle Wealth Management LAWPOA Bronze Sponsor 2016-18.
  • Los Angeles School Police Symposium 2016

Community/Non-Profit Organizations:

Alhambra Police Foundation, Board of Directors Member 2017-18

Variety Boys and Girls Club, Chairman of the Board 2015-2017 (Exec. Committee).

Los Angeles Women Police Officers and Associates (LAWPOA) Community Service Award November 2016.

Alhambra, CA Chamber of Commerce, Member 2015-19.

Variety Boys and Girls Club, President Board of Directors 2013-2015 (Exec. Committee).

USC Annenberg Alchemy Conference/Training Non-Profits, Certificate 2013-14.

Provisors Cerritos, CA Member, 2012-15.

VBGC Inaugural Gala Committee 2013-14.

VBGC Chairperson Golf Committee 2012 & 2013

VBGC Golf Committee 2012-2016 (raised over $600k for charity)

VBGC Alumni Chairperson 2011-13.

Variety Boys & Girls Club, Vice President Board of Directors 2011-13 (Executive Committee).

Variety Boys & Girls Club, Secretary Board of Directors 2009-11 (Executive Committee).

San Gabriel Rotary Past President 2008-09. (Exec. Committee).

San Gabriel Rotary, President 2007-08 (Executive Committee 2007-09).

San Gabriel YMCA, Member, Board of Directors 2006-08.


Javier lives in the City of North San Gabriel for over 20 years, and is married to his wife Mary Elaine (USC).They both enjoy international travel, snow skiing, training/running, and playing golf.

Javier has coached Little League Baseball and Pop Warner Football in Monterey Park, CA.

Javier has also completed a total of 10 marathons...(8 LA marathons).

Javier member of Boston College Varsity Indoor Track team 1978-79.

Theodore Roosevelt High School- Los Angeles, CA ASB President 1976-77, Varsity Football Team Captain 1976.