Vice President–Wealth Management
I have over 34 years of investment service experience starting my career in 1978. Over the years, I have focused on educating clients and helping them manage risk prudently to meet their goals. In 2007 my son, Fernando J. González del Valle and I teamed up and we became the González Wealth Management Group. With our clients, we emphasize on asset allocation, total portfolio management and Financial Goal Analysis with a focus on retirement income planning. We also help them with education funding, structures and estate planning.