Donor Advised Fund – Next Steps

Daniel Raymond, JD, CAP®, CFP®
President & CEO, Principal Advisor
Valley Wealth Strategies
CA Insurance Lic# 0G34010
LPL Financial Insurance Lic# 0518721
LPLIA Lic# 0B91442
draymond@valleywealthstrategies.com
404 W. Pine Street, Ste. 6, Lodi, CA 95240 - Phone: (209) 366-1264 - Fax: (209) 334-4217
Empowering you to fulfill your financial and retirement dreams
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies LLC, a registered investment advisor and separate entity from LPL Financial. Zuk Financial Group and LPL Financial are separate and unrelated companies.