Financial Planning
Magdiel Velazquez
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.
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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Disclosures
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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