Professional, Insight & Life Experience. We can help you plan the next 20-plus years. Our priority is to protect your interests at all times and to demonstrate our commitment to our fiduciary duties of honesty, good faith, and fair dealing.
Successful long-range planning, especially in these turbulent times, requires real expertise. The ability to identify economic trends as they are forming, to take full advantage of market conditions while staying true to the client's long-term planning objectives.
A successful financial manager must have the insight to truly understand his client. That's the difference between a good financial manager and a great one.
At the end of the day, your success is more than just about money; It's about financial security, peace of mind, and creating a healthy lifestyle.
My personal passion is to help you create the planning and investment strategies that will help you secure your future. Your long-term financial health and well-being is the reason I built my business. I do not work for Wall Street or Shareholders; my commitment and loyalty is with my clients. That means I can help you develop the right strategy based on your needs and goals.
As a licensed securities professional and life and health insurance agent, I can provide you with the right mix of tools — from growth or income strategies to investment management, mutual funds, and retirement accounts. Full access to risk management products, such as life, disability, and long-term care insurance, that are important for your long-term security.
I've come to this profession with years of financial services and management experience and the life experiences that help me remember I'm dealing with people's lives and dreams, not just numbers on a spreadsheet. I approach my work as a professional, capable, and proud of the business I have built and the clientele with whom I work.
Many people wonder if you can have it all: a savvy financial manager who understands your needs and helps you achieve your personal goals. My clients are living proof that you can.
Let's talk about your financial future.
Michael A. Valiente
Phone: (949) 529-1655
Before we get down to crunching numbers, we'll talk about the things that are most important to you – family, community, pastimes, and church. We'll ask questions about what you're really thinking, feeling, and worried about, your experiences with money, and what you've accomplished so far. Together, we'll figure out where you are now and where you want to be.
Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
Just when you make plans, life happens – and events, large or small, can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change, and adjust your plans over time as necessary.
Mon - Fri: 9:00 AM - 5:00 PM | Sat & Sun: By appointment request
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This website is a publication of Legacy & Wealth Financial Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website/publication does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. The content of this website is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation Legacy & Wealth Financial Advisors is registered as an investment advisor with the state of California and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Address: 300 Spectrum Center Dr. Suite 400 Irvine, CA 92618. Phone: (949) 529-1655. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Members of the firm, who are licensed insurance agents, may recommend the purchase of insurance-related products and may receive additional compensation for such transactions.