JV
CFP
JV
CFP

Joshua David Valdivia

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000
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Location

26041 Acero, Mission Viejo, CA, 92691

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joshua is an appointed agent of various insurance companies, holding a California license for life, health, and variable products since January 2024. He is also the owner of Valdivia Financial Services LLC, his personal S corp.

Employment History
Current Registrations
Financial Management Network INC
July 2021 - Present · 4 yrs 7 mos
Fmn Capital CorporationBroker
June 2021 - Present · 4 yrs 8 mos
State Registrations20 states
ARAZCACOFLHIIDMONCNJNMNVNYORPASCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.