Rene Valenzuela, CFP®RELATIONSHIP MANAGER
Rene Valenzuela comes all the way from the Lone Star State, where he received a Bachelor’s of Science in Personal Financial Planning from Texas Tech University in August 2012. Upon graduation, he worked for three years as a Guidance/Financial Planning Specialist for United Capital's centralized Financial Planning Department, preparing customized financial plans for the clients of United Capital. In April 2015, through hard work and determination, he obtained his CFP® designation. Rene also holds his Series 65 registration.
Rene has a strong background in retirement income planning and investment management strategies and hopes to continue to help clients live their One Best Financial Life®. He is responsible for overseeing the establishment and implementation of our clients' financial plans and enhancing the client experience.
Outside the office, Rene enjoys time with his two rescue dogs. He loves cooking and camping. He’s an avid San Antonio Spurs fan. GO SPURS, GO!
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.