Jared Valencia is a financial advisor at Vineyard Wealth Advisory LLC with Series 63 and Series 65 licenses and one year of industry experience. He has a background in healthcare and emergency services, having worked at Riverside University Health Systems since 2018 and American Medical Response from 2007 to 2017. Vineyard Wealth Advisory is a small firm managing approximately $39.5 million for around 74 clients, including both high‑net‑worth and non‑HNW households. The firm offers portfolio management and financial planning services, often operating on a non‑discretionary basis and integrating insurance products as part of its client solutions.

Paul Valencia is the sole advisor at Vineyard Wealth Advisory LLC in Temecula, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has led Vineyard Wealth Advisory since 2015. Outside of his advisory role, he is involved in fee-based variable contract subaccount management without acting as the writing agent. Vineyard Wealth Advisory provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and insurance company clients. The firm manages primarily non-discretionary assets using a blend of buy-and-hold and growth-oriented strategies, incorporating fundamental and technical analysis with ETFs, mutual funds, options, short sales, and margin borrowing. Its insurance affiliation and brokerage activities distinguish it from many independent advisory firms.