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Carrie V

Series 66

Brea, CA

Raymond James Financial

Carrie Valerio is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and previously worked for the County of Orange Auditor Controller's office. Outside of finance, she has been an independent cosmetologist and owner of Riggs Salon & Gallery for over 19 years. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting, utilizing risk profiling and analytical tools to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Gabriela R

CFP®, Series 63, Series 65

Brea, CA

Raymond James Financial

Gabriela Rubio is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. Her work history includes 13 years at RBC Capital Markets and recent roles at The Blackmont Group and Creative Financial Designs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs in municipal and public finance as well as employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Danielle B

CFP®, Series 63

Brea, CA

Raymond James Financial

Danielle Blunt is a CFP®-designated financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2014. She is also the owner of Blunt Wealth Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jamie B

Series 66, Series 63

Brea, CA

Raymond James Financial

Jamie Brown is a financial advisor at Raymond James Financial with one year of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with New York Life Insurance Company and American Income Life. Outside of his advisory role, Brown has been involved with IHSS since 2020. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through advisory programs and partnerships in specialized areas such as municipal finance.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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