At the Valdez Wealth Management Group, personal service and attention count. We focus on you as an individual to ensure our team can give you the commitment and dedication to your financial goals that you deserve. We are always ready to listen to your needs and take care of your concerns. Each member of our team is invested in your success, so that you can be confident in a future you can rely on.
Louie A. Valdez, CFP®
Louie Valdez has been a financial advisor at UBS for 24 years. His team specializes in providing comprehensive wealth management advice through personalized attention and service to help affluent individuals achieve their financial goals. Prior to joining UBS, he worked for PaineWebber Inc. in the Ventura County office. Louie currently works out of the UBS Wealth Management Office in Westlake Village, CA.
Louie graduated from California State University, Northridge, with a business degree in finance and economics. He holds the Series 7, 66 and 65 securities licenses plus licenses in health, disability and long-term care insurance. In 2009, Louie earned the Wealth Advisor designation, which recognizes financial advisors who have completed a comprehensive advisory training and education program. In 2014, Louie achieved the Certified Financial Planner (CFP®) designation, a prestigious designation awarded by the Certified Financial Planner Board of Standards, Inc. through the College for Financial Planning in Denver, CO. He has met the educational, examination, experience and ethics requirements affiliated with the CFP® designation.
Louie has been recognized as a leader in the industry by Forbes, San Fernando Valley Business Journal, Los Angeles Business Journal and 805 Living Magazine. Recently, Louie was awarded the Latino Business Leaders Award by Pacific Coast Business Times for his dedication to the Ventura County community. Louie has also been a featured panelist at UBS meetings throughout the country.
Louie has been an active supporter of Big Brothers Big Sisters of Ventura County since 1998, where he served as a board member. He also served as chairman of the Moorpark Foundation for the Arts and prior board member for Cabrillo Music Theatre of Thousand Oaks. Louie is currently a board member of the California State University Channel Islands Foundation Board elected in 2016. Louie believes in the community’s responsibility to mentor youth because their development and leadership are critical to our country’s future. Louie has been a consistent supporter of the Boys and Girls Club of Moorpark, St. Jude Children’s Hospital and California State University Channel Islands.
Through involvement with charitable organizations, Louie finds an opportunity to give back to the community that his family has called home for 50 years. Louie is married to his wife, Tina, for over 20 years and has two children, Anthony and Alexis, who attend local schools in the Conejo Valley.
AZ, CA, CO, FL, HI, ID, IL, MD, MI, MN, NM, NV, NY, OH, TX, UT, VT, WA
Desiree M. Ramirez
Desiree joined UBS in November 2004 with prior experience in the banking industry. Desiree is the group's senior administrative and operational resource. She services the Groups' most important client relationships and is very compassionate and understanding towards clients' specific needs. Aside from the daily operational processes, Desiree is a Notary Public and assists clients with their Life Insurance, Long Term Care, Annuity cases, and College Savings Plans. In her spare time, Desiree enjoys traveling and spending time with her family. Desiree and her son currently reside in Ventura, CA.
Annalise Helen Walsh
Annalise joined the Valdez Wealth Management Group at UBS in October 2014. Annalise's role in the Group focuses primarily on marketing and business development. Annalise coordinates events consistent with and supportive of clients' financial goals and interests, oversees social media outreach, advertising efforts, and intern training. Additionally, she builds key relationships within the community and fosters the Groups' values of professionalism, integrity, and personal attention.
Annalise holds a Bachelor of Science in Marketing from California State Polytechnic University, Pomona. In her free time, Annalise enjoys spending time with her family, traveling, and the outdoors with her chihuahua, Stewie. Annalise and her husband Ben currently reside in Westlake Village, CA.
Nicholas Austin "Nick" Sondgeroth
Nick joined the Valdez Wealth Management Group at UBS in May 2015 after spending his senior year of his undergraduate studies with the team as an intern. Nick's role in the Group focuses on recommending investment strategies for client portfolios. He also provides assistance in the team's financial planning process. Nick holds the Series 7 and 66 securities licenses.
Nick holds a Bachelor of Science in Business Administration from California Lutheran University in Thousand Oaks where he was also a member of the Kingsmen football program in 2012.
In his free time, Nick enjoys sports spectating as well as spending quality time with his friends and family. Nick currently resides in Thousand Oaks, CA.
AZ, CA, NV