Edward Jones - Financial Advisor: Roy Valdez, CFP

Edward Jones - Financial Advisor: Roy Valdez, CFP ​​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cov...
06/09/2026

If you’re thinking about how to create steady income in retirement, an annuity may be worth considering. It can help cover essential expenses and add predictability to your plan — especially when markets fluctuate. If you’d like to understand whether an annuity aligns with your goals, I’m here to walk you through your options.

As you get closer to retirement, your focus typically shifts from saving for the future to generating income from what you’ve saved.www.edwardjones.com/us-en

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driv...
06/08/2026

After beginning the year with markets pricing in multiple rate cuts, a sharply accelerating labor market and energy-driven inflation have meaningfully shifted the outlook toward potential policy tightening — creating a more complex backdrop for equities and fixed income alike. Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/3Q2paBh

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the pr...
06/06/2026

You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed ...
06/04/2026

Your financial goals are unique — and helping you reach them is my goal. That’s why I offer financial planning designed around your needs. See if it’s right for you.

Discover the power of planning: https://bit.ly/3RSdZLW

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to hel...
06/02/2026

Saving for education isn’t one-size-fits-all. From 529 plans to other flexible strategies, there are several ways to help prepare for future education costs — and the right choice depends on your goals.

Learn how different savings approaches can work together: https://bit.ly/4x5Ypwf

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4uU3F4w

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable gu...
05/30/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/49uF7Xt

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients ...
05/28/2026

High-interest debt can feel overwhelming, but a clear plan can change that. As a financial advisor, I work with clients to create strategies that fit their lives and their goals. Ready to get started? Let’s talk.

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Camarillo, CA
93010

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