Financial Planning

Guidance from an experienced local professional.

Magdiel Velazquez

Associate Financial Advisor | Raymond James Financial Services, Inc.

Investing is the art of using today's resources to create tomorrow's wealth.

About me

With over a decade of experience in the financial services industry, I am dedicated to helping clients achieve their financial goals, whether it’s purchasing a first home, financing a child’s college education, or planning for a comfortable retirement. My approach is centered around understanding each client’s unique situation to match them with the right financial products and services that align with their dreams and aspirations.

I began my career in financial services in 2014, and have since earned Securities Licenses Series 7, 6, 65, and 63, as well as the Oregon Resident Life and Health Insurance license. My extensive knowledge and expertise enable me to provide comprehensive financial advice and solutions tailored to each client’s needs.

I currently reside in Gresham and strive to maintain a balanced life by nurturing my mind, body, and soul. In my free time, I enjoy competing in boxing, playing guitar, and creating music. I am also a licensed pilot.

As a Spanish speaker, I am dedicated to supporting and expanding financial services to the Latino community. I actively work to ensure there is access, financial resources, and guidance needed to thrive. My passion for community involvement and development drives my commitment to making a positive impact.

Magdiel perez valasquez associate financial advisor raymond james onpoint

Branch: East Gresham, Gresham, Cherry Park
Phone: 503.944.6452
Toll-Free: 1.800.527.3932, ext. 6232
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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