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Meet Your Team

Cameron
Cameron Valadez, CFP®, EA, AWMA®, CPFA
Partner, CERTIFIED FINANCIAL PLANNER®
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Cameron Valadez, CFP®, EA, AWMA®, CPFA
Partner, CERTIFIED FINANCIAL PLANNER®
Learn More
Ben
Benjamin Guizlo, CFP®, AWMA®, CPFA
Partner, CERTIFIED FINANCIAL PLANNER™
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Benjamin Guizlo, CFP®, AWMA®, CPFA
Partner, CERTIFIED FINANCIAL PLANNER™
Learn More
Stephanie Milner
Stephanie Milner
Client Relationship Manager
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Stephanie Milner
Client Relationship Manager
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Blake Smith, AAMS®
Wealth Advisor
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Blake Smith, AAMS®
Wealth Advisor
Learn More

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Other Potential Members of Your Team

 

When included as a part of your team of professionals, you can expect us to mimic the role of the
quarterback. We work with you (the head coach) to design the financial puzzle you desire, and we
execute your game plan to make it a reality.

Your game plan will involve various aspects of your life and will typically require other professionals to
make recommendations and execute their part. We collaborate and collect feedback from other
professionals such as:

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Accountants

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Attorneys

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Lenders

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R/E Agents

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P&C Insurance Agents

 

*If we don’t know an appropriate solution to a specific problem or situation, we will bring in other
professionals from our bench for additional advice and expertise.

Tune Into The Podcast & Join Our Newsletter For More Actionable Ideas:

 

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ACCREDITED WEALTH MANAGEMENT ADVISORSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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CONTACT

  • Office: (951) 900-8850 x105
    Mobile: 909-377-4030
    Fax: (951) 823-0115
  • 3850 Vine Street Suite 100A
    Riverside, CA 92507
  • Send an Email


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©2024 Copyright, Planable Wealth – Privacy Policy & Disclosures. Design by TinyFrog Technologies

Cameron Valadez, Benjamin Guizlo and Blake Smith are registered representatives with, and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Tax and accounting related services offered through Plan-It Business Services DBA Planable Wealth. Plan-It Business Services is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax and accounting related services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

LPL Financial Form CRS

CA Insurance License Information:

Cameron Cole Valadez | Domicile: CA | 3850 VINE ST STE 100A RIVERSIDE CA, 92507 | CA Insurance #0K06092

Benjamin Forrest Guizlo | Domicile: CA | 3850 VINE ST STE 100A RIVERSIDE CA, 92507 | CA Insurance #0F93098

Stephanie Marie Milner | Domicile: CA | 3850 VINE ST STE 100A RIVERSIDE CA, 92507 | CA Insurance #4026646

Blake Alexander Smith | Domicile: CA | 3850 VINE ST STE 100A RIVERSIDE CA, 92507 | CA Insurance #4225499

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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