About Jason Valle

Mission Statement

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfac

Growing Your Financial Future

Growing Your Financial Future

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Client Centered

Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing with the goal to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Meet Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Jason R. Valle

Executive Vice President, Wealth Consultant in California

(866) 758-8377

(562) 381-8276

jason.valle@lpl.com

Jason Valle is the Executive Vice President of Independent Wealth Consultants in California and an LPL investment advisor representative. After earning his bachelor’s degree from Loyola Marymount University with honors in 2005,...
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Virginia Valdes

Operations Manager in California

(866) 758-8377

(562) 381-8276

virginia.valdes@lpl.com

Virginia holds a Master's in Education with an emphasis in Counseling Services from Azusa Pacific University. She has brought her vast experience to The Office of Jason Valle California Division since 2015 by managing the daily...

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Erin Kunz

Chief Compliance Officer

(956) 683-1818

(956) 683-1811

erin.kunz@iwcteam.com

John Lackey, CFP®

Executive Vice President, Wealth Consultant

(956) 447-8549

(956) 973-8354

john.lackey@iwcteam.com