During her tenure, Judith A. Dolle was a dedicated and experienced financial advisor who worked tirelessly to help her clients achieve their financial goals. She built a reputation for providing personalized and comprehensive financial planning services that were tailored to meet the unique needs and goals of each client. Judith was committed to developing strong relationships with her clients, and her knowledge, expertise, and care earned her the trust and loyalty of many.

As Judith has retired, clients can feel confident that they are in great hands with Robert Valenzuela, who is located in the same office alongside Todd Luttmers, the former and current Practice Manager. Robert has an excellent track record and years of experience providing customized financial planning services to his clients. He takes a client-first approach and works to develop strategies that align with each client's goals and needs. Robert is committed to providing exceptional service, and clients can expect the same level of expertise, care, and personal attention that Judith provided during her tenure. With Robert’s and Todd's continued involvement in the practice, clients can rest assured that they will continue to receive the same level of personalized and attentive service that they have come to expect. Together, both have extensive experience in the financial services industry and are committed to ensuring that clients receive the highest quality of care and attention to help them meet their financial goals.

Today, Judith, a Southern California native, is focusing more on traveling with her family, college football events, bicycling, swimming, and chess with her husband, Hodge, an eminent domain attorney.

We don’t represent a group of investment products, we represent you.

CEP® - CERTIFIED ESTATE PLANNER.

The CEP® is a financial, legal or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP). A CEP® has completed a rigorous eight (8) module course of instruction in the field of estate planning, successfully passed a comprehensive proctored examination process, shown a desire to associate with professional estate planning peers, agreed to comply with annual estate planning continuing education requirements, and ascribed to the practical guidelines and code of ethics of the NICEP.

Office Location:

41-750 Rancho Las Palmas, STE B-2
Rancho Mirage, CA 92270