Daniel Valencia, MBA

VP - Financial Consultant

+1 209-475-1943

Financial credentials

  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845


12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Financial Advisor, Merrill Lynch Wealth Management, 2012-2016


  • MBA, University of Phoenix
  • BS BM, University of Phoenix

Personal interests and affiliations

  • The Federalist Society
  • San Joaquin County Hispanic Chamber

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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