Valerie Macias is an administrative assistant working with the Losey family at Wealth Care Alliance since 2016, with now 5 years of experience in the financial industry. I enjoy working with our diverse group of clients and staff to exceed our client’s expectations in meeting their financial goals. I am fascinated by the financial industry and constantly enjoy learning about the various technology programs we use. I have a strong background in management and customer service which bring a high level of professionalism daily to anticipate the needs of our clients. In my administrative role, along with our clients, I assist other financial advisers within our group to maintain compliance standards, office operations, record keeping and problem solving.
In my spare time, I love spending time with my husband, both our family and friends in beautiful Ventura County. You also find me exploring recipes and cooking in the kitchen, gardening, writing, or sketching with my charcoals and oil pastels as an artist.