Vineyard Wealth Advisory LLC

Jared Valencia is a financial advisor with Vineyard Wealth Advisory LLC in Temecula, CA. He holds Series 63 and Series 65 licenses and has a background that includes roles at Riverside University Health Systems, Pechanga Resort and Casino, and American Medical Response. Valencia also has longstanding associations with World Financial Group and World Group Securities, Inc. Vineyard Wealth Advisory provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and insurance company clients. The firm employs a blend of buy-and-hold and growth-oriented strategies using both fundamental and technical analysis, and it incorporates options, short sales, and margin borrowing when aligned with client goals.

Paul Valencia is the sole advisor at Vineyard Wealth Advisory LLC in Temecula, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has led Vineyard Wealth Advisory since 2015. Outside of his advisory role, he is involved in fee-based variable contract subaccount management without acting as the writing agent. Vineyard Wealth Advisory provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and insurance company clients. The firm manages primarily non-discretionary assets using a blend of buy-and-hold and growth-oriented strategies, incorporating fundamental and technical analysis with ETFs, mutual funds, options, short sales, and margin borrowing. Its insurance affiliation and brokerage activities distinguish it from many independent advisory firms.