Murrieta, CA Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

3

Of 1,962 advisors across 1,066 offices

Location

Murrieta CA

Advisors at this office

3

Advisors at this office

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Anthony V

Series 66

Murrieta, CA

Empower Advisory Group

Anthony Valdez is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC, Mr. Market Brewing Co, LPL Financial, LLC, and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the framework of Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Yazmin V

Series 63, Series 65

Murrieta, CA

Empower Advisory Group

Yazmin Valdez is a financial advisor with Empower Advisory Group in Murrieta, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as six years at Briseno Tire & Towing before entering financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark F

Series 63, Series 65

Murrieta, CA

Empower Advisory Group

Mark Fitzpatrick is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Empower Retirement, ICMA RC, Advised Assets Group, LLC, and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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