Randy has been in the industry for more than 30 years, he has helped solve financial issues so that his clients and their families can experience a sense of security.

• Founder of Valtierra Investment Group
• Specializes in estate planning strategies, business services and IRA distribution options
• Recognized as a Platinum Council from 2009-2022. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
• Attended the University of Texas at San Antonio and University of London, where he earned a bachelor’s degree in finance and real estate
• Passionate about his faith, his wife and his four children
• Loves mission trips, travel, food, tennis and serving others


Principal/Supervisory Exam

• Series 10-General Securities Sales Supervisor -General Module Examination. November 7, 2002
• Series 9-General Securities Sales Supervisor -Options Module Examination. August 23, 2002
• Series 26-Investment Company Products/Variable Contracts Principal Examination. May 7, 1998

General Industry/Products Exam

• Series 7-General Securities Representative Examination. February 16, 1998

State Securities Law Exam

• Series 65-Uniform Investment Adviser Law Examination. October 3, 2000
• Series 63-Uniform Securities Agent State Law Examination. March 6, 1998

Fun Facts: 

Lessons Learned: Pay it forward by moving from success to significance
Bucket List: Mission trip to the Amazon
Proudest Moment: Married for over 30 years to his favorite person
Fun Fact: Flew solo from Honolulu to all the other Hawaiian Islands, except Kauai

• Graduated from University of Oklahoma with a degree in Finance and Energy Management
• Specializes in cultivating relationships, analyzing portfolios, and financial strategy
• Dedicated to enhancing financial literacy among current and future generations
• Passionate about his family and his faith

General Industry/Products Exam

• Series SIE-Securities Essential Examination. March 19, 2021
• Series 7-General Securities Representative Examination. June 6, 2021

State Securities Law Exam
Series 66–Uniform Combined State Law Examination. July 2, 2021

CA Insurance License: 434365 
Resident State CA

Fun Facts:

Favorite Food: Sushi!
First Job: Lifeguard
Hobbies: Loves surfing, snowboarding, traveling and playing golf
Bucket List: Snowboard and surf all in the same day

• Over 20 years experience in Financial Services
• Cam has training and experience in Operations, Compliance, self directed, and advisory businesses, holding roles from trading to sales management
• Loves watching sports and taking multiple trips to the beach each year

Principal/Supervisory Exam

• Series 9-General Securities Sales Supervisor – Options Module Examination. Jan 10, 2017
• Series 10-General Securities Sales Supervision - General Module Examination. Nov 10, 2016 
• Series 24-General Securities Principal Examination. May 22, 2006
• Series 4–Registered Options Principal Examination. Jan 11, 2006

General Industry/Products Exam

• Series 7-General Securities Representative Examination. Feb 5, 2003

State Securities Law Exam

• Series 66-Uniform Combined State Law Examination. July 16, 2010
• Series 63-Uniform Securities Agent State Law Examination. Feb 12, 2003

Fun Facts: 

First Job: Detasseling in the cornfields of Iowa
Most Inspiring Person: Her father, raised on the family farm, retired early on the beach
Proudest Moment: Her two kids, Harley and Hayden 
Fun Fact: She loves college basketball and hasn’t worked the first two days of the NCAA men's basketball tournament in 12 years!

Areas of Focus:

• Plans our annual education events
• Performs office manager responsibilities
• Assists in marketing efforts and client and prospect relations
• Leads our ministry and charity efforts
• She loves to serve others and has an incredible heart
• Married with 5 kids. 4 grown, 1 in college and two grandbabies!

Fun Facts: 

Favorite Food: Her mom’s spam and potatoes
First Job: Baskin Robbins
Hobbies: Loves to play tennis, snow ski, travel and playing with grandbabies!
Bucket List: Trip to Ireland