Category: Louie Valdez of Westlake Village

As you are preparing to file your taxes, we want to remind you that opportunities to harvest tax savings are still available.

As a former financial advisor, I have helped hundreds of families grow, maintain and transfer their wealth successfully.

Easy exercises for travelers, tips for eating healthily on the go, and ways to keep your mind sharp, making your retirement adventures both enriching and health-promoting.

We take an in-depth look at effective strategies for wealth management to ensure your financial security throughout various stages of life.