James P.

Valencia
20102 Baltar Street, Winnetka, California, 91306

E-mail: Skype: Mobile:

jamesvalencia@mail.com jamesvalencia1 (818) 634-1570

EXPERIENCE
Resident California Health Insurance Broker
Health Insurance Producer (CA License #0G90578) November 2010-Present  Assisted clients with choosing a health insurance plan from Blue Shield of CA and Anthem Blue Cross of CA  Licensed to sell under the broker-dealer General Agency Insurance Development Services (GAIDS)  Reviewed all of client’s insurance policies to check if all insurance coverage was appropriate for client

LGA Financial (http://www.lgafinancial.com)
Administrative Assistant April 2010-June 2011  Assist financial advisor with the development and maintenance of comprehensive financial services for clients concerning investments, retirement, cash flow analysis, financial planning, and wealth management  Assist financial advisor with back office administrative data entry, client financial profile and performance updates, client relationship management, and overall company performance updates  Developed time cost cutting strategies by creating Microsoft Excel VBA macros and utilizing pivot tables  Experienced with several software and CRM systems: Morningstar Principia, NetX360, RedTail CRM

Fire Sentry Corporation (http://www.firesentry.com)
Engineering Intern June 2006-September 2007  Worked in Research and Development with a team of several senior engineers  Completed engineering evaluation reports dealing with replacing obsolete parts with new updated parts

EDUCATION
University of California, Los Angeles Extension
Personal Financial Planning Program Winter 2010 – Fall 2011 (Expected)  Also passed CA Life and Health Insurance exam in two weeks time through self-study program  Learned financial planning strategies for insurance, investments, taxes, estate, and education planning

California State Polytechnic University, Pomona
Bachelor of Science, Electrical Engineering Leibniz Universität Hannover, Germany HISSEMA Germany Study Abroad Program September 2004 - June 2009

July 2008 - September 2008

LEADERSHIP
Financial Planning Association LA – New Professionals
Communications Director March 2010-Present Division in the Financial Planning Association Los Angeles chapter focusing on helping new financial planners  Volunteered for Financial Planning Days event in LA providing free planning for low income neighborhoods  Helped put together a panel of CFP® professionals to speak on the financial planning profession for an event

The Investors Group
Founder and President of a College Organization September 2006-June 2007  A club focused on teaching students about investments and personal finance management  Reached a high of 20 members during my term and had professors of Finance become actively involved  Led an volunteer event for Junior Achievement, an organization that educates school children about finances

Sigma Alpha Epsilon Fraternity
Faculty Member for Province Leadership School March 2011  Lectured and presented on two topics: Organization Finance and Managing Post-College Finances Treasurer for Undergraduate Chapter January 2007-June 2009

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