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Thomas P. Valdez, Jr.

Thomas P. Valdez, Jr.

Financial Consultant

Growing up in a military family not only took me to exotic places like Paris, France and the Panama Canal, it also taught me to enjoy and respect the many diverse people and cultures.

Today, I happily call Colorado my home. This is where I earned my BS in Accounting, began my career at Coors® Brewing Company in 1978 and married my wife, Karen. I left the brewery in 2000 and after working with the Mike’s Hard Lemonade team, I embarked on my career as a Financial Consultant.

My financial consulting career started with the family municipal bond business, and later I moved onto Fidelity Investments in downtown Denver. I’m now happily serving the members of Coors® Credit Union in getting through the current market downturn and helping them to build their future wealth through investments, 401(k) reviews, insurance, retirement planning and estate planning. I am proud to say that you can place your trust in me to help you develop, implement and manage a focused and comprehensive financial plan that clearly defines strategies for your individual situation and needs.

Please contact me today for a free, no obligation consultation.

816 Washington Avenue
Golden, CO 80401
Office: 303.384.4588
Fax: 303.279.6336
Email: [email protected]
www.coorscu.org

5675 Olde Wadsworth Boulevard
Arvada, CO 80002
Office: 303.279.6414
Fax: 303.423.8123
Email: [email protected]
www.coorscu.org

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Investment and Retirement Center at On Tap Credit Union and On Tap Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value