Valtrion Capital Management, LLC

Carlos Castro is a CFP® with 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.

Luis Galdamez is a financial advisor with Valtrion Capital Management, LLC, holding the CFP®, CFA®, and ChFC® designations and bringing 22 years of industry experience. His prior roles include positions at Real Talk Capital, LLC, Surevest, LLC, SureVest Wealth Management, Haydel, Biel & Associates, Global Retirement Partners, LLC, LPL Financial, and My 360 Wealth Management. Outside of his advisory work, he is involved with Rob Luna Enterprises, LLC, which offers paid investment courses through RL Wealth Academy, and oversees the Real Talk Mortgage program as a mortgage loan officer with Alameda Mortgage Corporation. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm constructs portfolios using ETFs, individual equities, and fixed-income securities, employing strategic, tactical, and core-satellite asset allocation approaches tailored to clients’ risk tolerances and time horizons.

Thomas Delaney is a CFA® charterholder with experience at Harris Associates from 2008 to 2025, followed by Lee, Danner & Bass, Inc. from 2025 to 2026, before joining Valtrion Capital Management, LLC in 2026. He is based in Franklin, TN, and is part of a five-advisor team at Valtrion. Valtrion Capital Management serves individuals, trusts, estates, business entities, and retirement plan sponsors, offering financial planning through five packaged plans and discretionary portfolio management tailored to clients’ risk tolerances and time horizons. The firm emphasizes ETF-based solutions for smaller accounts and more customized equity and fixed-income exposure for larger accounts, with specialty planning including equity-compensation guidance and business-integrated financial planning.

Lawrence Raymond is a CERTIFIED FINANCIAL PLANNER™ at Valtrion Capital Management, LLC with two years of experience in the industry. He has served in the Arkansas Army National Guard since 2012. Valtrion Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm uses a variety of asset allocation strategies and manages all client assets on a discretionary basis, tailoring portfolios to risk tolerance and time horizons.

Amir Dadabhoy is a financial advisor at Valtrion Capital Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney and BGW Wealth Advisors. Valtrion Capital Management serves individuals, trusts, estates, and business entities, providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses strategic, tactical, and core-satellite investment approaches, emphasizing ETF-based solutions for smaller accounts and customized equity and fixed-income exposure for larger accounts.

Levi Brown is a financial advisor at Valtrion Capital Management, LLC in Austin, TX, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Real Talk Capital, LLC and various Surevest entities from 2019 to 2023. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors, offering financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs a range of asset allocation strategies and manages all client assets on a discretionary basis, tailoring allocations to risk tolerance and time horizons.