Advisor at Valtrion Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valtrion Capital Management, LLC
Location
Granada, CA
Credentials
CFP®, CFA®, ChFC®, Series 63, Series 66
Industry experience
22 years
Luis Galdamez is a financial advisor with Valtrion Capital Management, LLC, holding the CFP®, CFA®, and ChFC® designations and bringing 22 years of industry experience. His prior roles include positions at Real Talk Capital, LLC, Surevest, LLC, SureVest Wealth Management, Haydel, Biel & Associates, Global Retirement Partners, LLC, LPL Financial, and My 360 Wealth Management. Outside of his advisory work, he is involved with Rob Luna Enterprises, LLC, which offers paid investment courses through RL Wealth Academy, and oversees the Real Talk Mortgage program as a mortgage loan officer with Alameda Mortgage Corporation. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm constructs portfolios using ETFs, individual equities, and fixed-income securities, employing strategic, tactical, and core-satellite asset allocation approaches tailored to clients’ risk tolerances and time horizons.
Based on Valtrion Capital Management, LLC
Financial planning and consulting services fees are flat annual fees depending on plan type: Solo Plan $995, Family Plan $1,995, Retirement Plan $4,495, Executive Plan $4,995, Entrepreneur Elite Plan $9,995
Certain supervised persons offer insurance products under separate commission arrangements
Account minimum: $10,000 for Total Access Asset Management; $250,000 for Total Wealth Asset Management Minimum fee: $995 to $9,995 annual flat fees for financial planning and consulting services depending on plan type; $1,500 minimum annual fee for Retirement Plan Consulting Fee-only: Fixed annual fees for financial planning and consulting services ranging from $995 to $9,995 depending on plan; flat fees for Portfolio Review Service ($250 or $375); Retirement Plan Consulting fees up to $10,000 flat or up to 1.00% of plan assets
Granada, CA
California
Real Talk Capital, LLC
2022 - Present (4 years)
Surevest, Llc
2020 - 2023 (3 years)
SureVest, Inc. dba SureVest Wealth Management
2018 - 2020 (2 years)
Haydel, Biel & Associates
2017 - 2018 (1 year)
Global Retirement Partners, LLC
2017 - 2017 (1 year)
LPL FINANCIAL
2015 - 2017 (2 years)
My 360 Wealth Management
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Yreka, CA
Edward Jones
Series 63, Series 66
Yreka, CA
J.P. Morgan Securities
Series 66
Yreka, CA
Edward Jones
ChFC®, Series 66
Yreka, CA
Edward Jones
Series 66
Yreka, CA
Commonwealth Financial Network
Series 63, Series 66
Yreka, CA
Edward Jones
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