Jose Andres Valdez CDFA®


San Antonio Financial Planning Group

7911 Platinum Ct
Boerne TX 78015-4894
Get directions
210-823-1384

Jose Valdez opened a practice dedicated to assisting divorcing couples with the financial ramifications of a legal settlement. He recognized that most of his recently divorced financial clients regretted the decisions they made in their divorce settlements. Mr. Valdez saw the need for people to get expert advice prior to finalizing a divorce to help people answer the question “How will I do financially after my divorce?”

A Certified Divorce Financial Analyst, CDFA, works with clients individually or as couples, helping them to come to grips with the reality of their individual divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.

Jose offers a complimentary no obligation get acquainted appointment. You can reach him at (210) 641-8325.

He is a member of the Collaborative Law Institute of Texas and Collaborative Professionals Association of San Antonio.

Jose has worked in the income tax preparation and financial services industry since 1998.
As owner of a Jackson Hewitt Tax Service Franchise, in three years he built his business from zero to 1200 clients. As an investment advisor for the largest Regional brokerage firm in the Midwest, Jose specialized in retirement and estate planning. He offered clients a variety of investments including taxable and non-taxable bonds, stocks and mutual funds. Jose is currently an independent financial advisor, affiliated with Woodbury Financial Services Inc.