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Francisco S
Series 63, Series 65
Miami, FL
Valor Advisors LLC
Francisco Secada is a financial advisor at Valor Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Valor Advisors and its affiliated entities since 2014. Outside of his primary advisory role, he serves as a director at BD Capital Sociedad Administradora de Fondos de Inversion S.A.C. in Lima, Peru. Valor Advisors serves ultra-high net worth families, primarily in Latin America, providing portfolio management, investment consulting, and business consulting with a focus on fundamental analysis and a long-term buy-and-hold investment approach. The firm offers both discretionary and non-discretionary arrangements, maintaining a distinctive client base and investment approach.
Gonzalo M
Series 63, Series 65
Miami, FL
Valor Advisors LLC
Gonzalo Mendoza is a financial advisor at Valor Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Valor Advisors since 2014, including roles at related entities Valor Capital Management LLC and Valor Ins. LLC. Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America, high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a long-term buy-and-hold investment approach tailored to each client’s financial profile.
Claudia T
Series 66
Miami, FL
Valor Advisors LLC
Claudia Teran is a financial advisor at Valor Advisors LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at Valor Advisors since 2017, following three years at HSBC Private Bank (USA). Valor Advisors provides discretionary and non-discretionary portfolio management, investment consulting, business transaction advice, and consolidated reporting services. The firm serves ultra-high net worth families in Latin America as well as high-net-worth individuals, trusts, estates, charitable organizations, and corporate entities, emphasizing fundamental analysis and a primarily long-term buy-and-hold investment approach.
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