I appreciate Robert’s knowledge, guidance and most importantly his honesty. I’m in excellent hands, grateful for his advice. BRAVO to him and his excellent professional staff.
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Robert and his staff have been a great resource to navigate the changes retirement brings. He stays in touch with us on a regular basis and has a great ability to explain the financial markets and impact it’s on us.
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Robert is very focused on our priorities and the needs of our investments. His team is always friendly and available to answer questions or concerns.
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Our advisor, Robert Valenzuela, keeps us informed and has guided us towards a more secure retirement. We are very pleased with the services and the results of Robert managing our accounts.
I appreciate Robert’s knowledge, guidance and most importantly his honesty. I’m in excellent hands, grateful for his advice. BRAVO to him and his excellent professional staff. 〰️ Robert and his staff have been a great resource to navigate the changes retirement brings. He stays in touch with us on a regular basis and has a great ability to explain the financial markets and impact it’s on us. 〰️ Robert is very focused on our priorities and the needs of our investments. His team is always friendly and available to answer questions or concerns. 〰️ Our advisor, Robert Valenzuela, keeps us informed and has guided us towards a more secure retirement. We are very pleased with the services and the results of Robert managing our accounts.
Robert Valenzuela
Vice President of Financial Planning
Robert Valenzuela started his career in the financial services industry over 12 years ago after moving to Coachella Valley in California. Starting as a banker, Robert quickly realized that the key to building lasting relationships with his clients was going above and beyond his roles and responsibilities to help meet their needs.
He then worked with a large nationwide firm assisting small business owners by increasing efficiencies and implementing operational procedures to aid in their continued growth. After gaining valuable experience in the field, Robert then pursued a career in financial advisory services and quickly gained a strong reputation by establishing trust and putting his clients’ needs first and foremost.
Robert currently holds his Series 7 and 63 licenses through LPL Financial and his Series 66 is held through LPL Financial and Householder Group Estate and Retirement Specialists. He joined Householder Group because of their mutually shared culture and commitment to providing excellent service to clients. Householder Group and Robert believe in and share the same ideals and values that clients have come to appreciate and expect over the years, making his decision to join an easy choice. Robert, like Householder Group, focuses on developing strategies to ensure that his clients’ needs and concerns are addressed in a diligent and professional manner. By doing so, Robert allows his clients the confidence to face the future and challenges of navigating the financial industry as he works together with them to pursue their desired goals.
Robert has been supported by his wife of 13 years and his four wonderful children. When he isn’t in the office, Robert enjoys camping, traveling, and going on adventures with his family. He is also an active member of his Church, where he teaches youth groups how to play guitar, counsels teenagers about life objectives, and works to help struggling families in the community.
As Robert states himself; “I am excited and honored to help you work towards your financial goals.”
We don’t represent a group of investment products, we represent you.
Office Location:
41-750 Rancho Las Palmas, STE B-2
Rancho Mirage, CA 92270