Phillip Valadez

Phillip Valadez,

WMS™, CPFA™, CRC® Senior Vice President, Investments

Phillip’s career as a financial advisor to both individual and institutional investors can be traced back to 1994. His mission is to provide every client with a targeted, comprehensive financial plan that is delivered with a high level of personal service and professional integrity which is at the forefront of the Cantera Capital Partners mission statement. Phillip is a graduate of Angelo State University and holds Series 7, 63 and 65 securities licenses along with the designations of “CRC®” Certified Retirement Counselor®, “WMS™” Wealth Management Specialist™ and “CPFA™” Certified Plan Fiduciary Advisor™. Away from the office, Phillip enjoys playing in USTA tennis leagues, volunteering on multiple non-profit boards that include The Communities Under the Bridge, San Antonio Tennis Association, Greater San Antonio League Tennis, The School at Mission Springs and also as a Deacon at The Fellowship of San Antonio. He is married to Monica and they have two sons Erich and Matthew, who attend Texas Tech.

Raymond James is not affiliated with the above organizations.