Edward Jones - Dominic Valdez

About Us

Who are our clients?
My team works closely with business owners and nonprofit leaders to design
institutional-level wealth strategies that help protect capital, optimize growth and support
long-term legacy. Our clients include business owners, nonprofit organizations,
educational institution endowments, health care professionals and attorneys. We serve
the foothill communities of Claremont, La Verne, Upland and San Antonio Heights.

What is our mission?
We believe money has its greatest value when it is stewarded wisely — strengthening
families, sustaining organizations and uplifting the communities we share. Edward Jones is
rooted in trust and accountability within our local communities.

What is our process?
We begin a conversation — not about products — but about what you've built, what
matters most to you and the role wealth plays in your business, family or mission. My role
is to help bring structure to complex financial lives — so you can confidently build and
transfer wealth across generations. With fiduciary financial planning, you will get a
comprehensive plan that includes strategies designed to help meet your goals. We can
determine if this service is appropriate for your unique situation.

How can we help?
Contact us to get started.
(909) 920-6635