Jennifer Valdes

Financial Designs Wealth

Jennifer "Jenny" Valdes is a Principal of Financial Designs Wealth who focuses on analyzing clients' overall financial picture to develop and implement their long-term financial plan. In doing so, she acts as a liaison between FD Wealth and its clients' network of professionals including CPA's and attorneys to ensure all parties are working cohesively in the client's best interest. Jenny is also the CCO, ensuring employees comply with the federal rules and regulations along with the internal compliance program.


Appearances