Daniela Valadez | Modern Woodmen Financial Representative

Daniela Valadez

Daniela Valadez

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Daniela Valadez
At work

At work

At work

Why I do what I do

Why I do what I do

I want to be an asset to my community in Southern California and help bridge the wealth gap to build generational wealth.

I serve members in…

Los Angeles, Orange County and the Inland Empire.

I enjoy working with…

families and business owners.

I attended…

UCLA

I am very proud of…

my members and the impact that we make in our community.

Before Modern Woodmen, I…

was a student at UCLA, refining my finance skills.

I chose Modern Woodmen because…

the team culture is great. Our team believes in collaborating for our members' greater good and through our fraternal activities and programs.

The best part of my career is…

spreading financial literacy and starting a conversation with members about how to reach their financial goals.

A favorite moment in my career was when…

I opened my office in Riverside. I became more accessible to meet with my members one-on-one to discuss their financial goals. This space also gave me the opportunity to make a greater impact with members on the community.

At home

At home

At home
Current insights

Current insights

Myth: All debt is bad. Fact: Not all debt is harmful. While high-interest debt like credit card balances can be detrimental, low-interest debt such as mortgages or student loans can be beneficial if managed properly. Learn more about the different types of debt: https://www.modernwoodmen.org/financial-planning/savings/clearing-the-fog/

Myth: You shouldn't talk about money problems with others. Fact: Discussing financial issues with trusted individuals (like me!) can provide support, advice and new perspectives, helping you manage your finances better.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 4403398

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

Cookie Settings