James Valenzuela

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

About me (self-reported)

As the Owner of Foothill Financial & Insurance Services, Jim has been helping individuals and families achieve their financial needs and goals by incorporating a holistic approach to retirement for over 20 years. Jim is a Retirement Income Certified Professional (RICP®) and has many years of experience in navigating even the most complex retirement systems. Jim is also a veteran of the US Army. He and his wife Lisa, enjoy traveling and spending time with their dog Bear.

Office Location PO Box 1644

Duarte, CA 91009

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My Expertise Retirement Income Planning Designations Held

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Minimum Assets $100,000 - $249,999 Minimum Income $100K - $149,999 Languages Spoken (self-reported) English

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