Randy Valtierra
- Founder
- Managing Director
Click to see Randy's video.
Randy has been in the industry for more than 30 years, he has helped solve financial issues so that his clients and their families can experience a sense of security.- Founder of Valtierra Investment Group
- Specializes in full service wealth management, tax efficient investment strategies, estate planning and asset protection.
- Recognized as a Platinum Council from 2009-2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
- Attended the University of Texas at San Antonio and University of London, where he earned a bachelor’s degree in finance and real estate
- Passionate about his faith, his wife and his four children
- Loves mission trips, travel, food, tennis and serving others
- Series 10-General Securities Sales Supervisor -General Module Examination. November 7, 2002
- Series 9-General Securities Sales Supervisor -Options Module Examination. August 23, 2002
- Series 26-Investment Company Products/Variable Contracts Principal Examination. May 7, 1998
General Industry/Products Exam
- Series 7-General Securities Representative Examination. February 16, 1998
State Securities Law Exam
- Series 65-Uniform Investment Adviser Law Examination. October 3, 2000
- Series 63-Uniform Securities Agent State Law Examination. March 6, 1998
Lessons Learned: Pay it forward by moving from success to significance
Bucket List: To build learning centers in Costa Rica called "Dream Centers" to teach English and a skill for hundreds of children and teenagers so they can sustain themselves.
Proudest Moment: Married for over 30 years to his favorite person
Fun Fact: Flew solo from Honolulu to all the other Hawaiian Islands, except Kauai
Contact
Elijah Valtierra, CFP
- Executive Vice President
- Financial Advisor
Click to see Elijahs's video.
- Graduated from University of Oklahoma with a degree in Finance and Energy Management
- Specializes in cultivating relationships, analyzing portfolios, and financial investment strategies
- Dedicated to enhancing financial literacy among current and future generations
- Passionate about his family and his faith
- Series SIE-Securities Essential Examination. March 19, 2021
- Series 7-General Securities Representative Examination. June 6, 2021
- Series 66–Uniform Combined State Law Examination. July 2, 2021
Fun Facts:
Favorite Food: Sushi!
First Job: Lifeguard
Hobbies: Loves surfing, snowboarding, traveling and playing golf
Bucket List: Snowboard and surf all in the same day
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Cam Fuller
- Director of Operations
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• Over 20 years experience in Financial Services
• Cam has significant knowledge, training and experience in Client Services, Operations, Compliance and Wealth Management.
• Loves watching sports and taking multiple trips to the beach each year
Principal/Supervisory Exam
- Series 9-General Securities Sales Supervisor – Options Module Examination. Jan 10, 2017
- Series 10-General Securities Sales Supervision - General Module Examination. Nov 10, 2016
- Series 24-General Securities Principal Examination. May 22, 2006
- Series 4–Registered Options Principal Examination. Jan 11, 2006
General Industry/Products Exam
- Series 7-General Securities Representative Examination. Feb 5, 2003
State Securities Law Exam
- Series 66-Uniform Combined State Law Examination. July 16, 2010
- Series 63-Uniform Securities Agent State Law Examination. Feb 12, 2003
First Job: Detasseling in the cornfields of Iowa
Most Inspiring Person: Her father, raised on the family farm, retired early on the beach
Proudest Moment: Her two kids, Harley and Hayden
Fun Fact: She loves college basketball and hasn’t worked the first two days of the NCAA men's basketball tournament in over 10 years!
Contact
Jill Fain
- Senior Business Manager
Click to see Jill's video.
• Jill has over 10 years of experience in the financial services industry all with the Valtierra Investment Group
• she provides genuine and sincere standard of care to our clients and their families.
• Jill is focused on deepening multi-generational relationships with our clients and continually strives to be attentive to their needs.
• Jill acts as Senior Office Manager of our offices, assists in marketing efforts and educational workshops
• Leads our ministry and charity efforts, loving to serve with her incredible heart
• Married with 5 children, 4 grown, one in college, and two adorable grandbabies
Fun Facts:
Favorite Food: Her mom’s spam and potatoes
First Job: Baskin Robbins
Hobbies: Loves to play tennis, snow ski, travel and playing with grandbabies!
Bucket List: Trip to Ireland
