Mike Valiente
Irvine, United States (US) · Finance and Banking
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Verified by Enterprise League
Data quality
Complete · Accuracy
Last verified
May 2026
Mike Valiente is a Finance and Banking company based in Irvine, United States (US), with 10-20 employees. Mike Valiente's profile is verified on Enterprise League.
Overview
Legacy & Wealth Financial Advisors is a professional financial planning firm based in Irvine, California. We prioritize your interests and help you plan for your future, offering comprehensive services including investment management, retirement planning, and insurance solutions.
Our priority is to protect your interests at all times and to demonstrate our commitment to our fiduciary duties of honesty, good faith, and fair dealing. Successful long-range planning , especially in these turbulent times, requires real expertise. The ability to identify economic trends as they are forming, to take full advantage of market conditions while staying true to the client's long-term planning objectives.
We provide answers to a wide range of financial questions, from retirement planning and estate strategies to navigating inheritance and self-employment financial considerations. We can help you plan the next 20-plus years. Let us help you secure your financial future and achieve your life goals. Contact us today to schedule a consultation.
Our priority is to protect your interests at all times and to demonstrate our commitment to our fiduciary duties of honesty, good faith, and fair dealing. Successful long-range planning , especially in these turbulent times, requires real expertise. The ability to identify economic trends as they are forming, to take full advantage of market conditions while staying true to the client's long-term planning objectives.
We provide answers to a wide range of financial questions, from retirement planning and estate strategies to navigating inheritance and self-employment financial considerations. We can help you plan the next 20-plus years. Let us help you secure your financial future and achieve your life goals. Contact us today to schedule a consultation.
Contact Details
info@mikevaliente.com
Irvine, United States (US)
Employees
10-20
Categories
Services
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