Ray Valencia

Ray Valencia

Associate Wealth Advisor

Phone: 949-715-8585
Fax: 949-315-3232
E-mail:

Born and raised in Southern California, Ray earned his degree in Business from The Myhilo School of Business and Economics at the California State University of Fullerton.  He has spent the last 15 years working in business management, accounting, and finance for such well-respected companies as Edward Jones and Microsoft’s largest West Coast Gold Certified Financial Accounting partner - Collin’s Computing.

While at Edward Jones, Ray earned his Series 7 & 66 securities licenses as well as his Life, Health, and Variable Life Insurance licenses.  He is well-versed in working with Life Insurers  as well as Mutual Funds.   

Ray strives to put the clients at Nicholas Yrizarry Wealth Management first, by providing them with best-in-class service and support.

In his free time Ray enjoys working in his garden, cooking on his grill with “real mesquite” and spending time with his family. He values the simpler things - having grown up raising Horses, goats, German Sheppard’s, and various ducks, geese and chickens for as long as he can remember.