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Charles Valenzuela, CFP®

Charles Valenzuela, CFP®

President

Charles Valenzuela is the president of PDI Financial Group, Inc. He is a graduate of Southern Methodist University from which he holds a Bachelor of Arts degree. Mr. Valenzuela has been affiliated with Pension Designs, Inc. since 1968 and PDI Financial Group, Inc. since its inception in 1999. His vast experience provides corporate clients with the benefit of his expertise in the area of retirement, insurance, investment and estate planning. He holds a (CFP®) CERTIFIED FINANCIAL PLANNER™  designation as awarded by the CFP® Board of Standards.

Charles is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC