Focus: Insurance Strategies, Investment Strategies
Dave Valtierra has over 25 years of experience in the financial services industry. His investment, estate planning and insurance practice focuses on guiding landowners in South Texas, business owners, individuals and families in the areas of: Retirement Modeling and Planning; Investment Strategy Formulation; Tax Reduction Strategies; Insurance Protection Evaluation; Wealth Accumulation Modeling; and Family Estate Planning.
Dave is also the lead Investment Advisor specializing in Insurance, Estate and Financial Planning for Eagle Ford Advisors Group.
Education Bachelor of Science Degree in Petroleum Geology — the University of Texas in Austin Master’s Degree in Business Administration (MBA) — the University of Texas in San Antonio
Personal Philosophy Dave’s goal with each of his clients is to help them accumulate wealth, protect that wealth, reduce exposure to taxes, protect their families and ultimately retire graciously.
Area of Specialty Dave travels to South Texas three (3) days each week to help landowners who have oil and gas production on their properties from the Eagle Ford Shale formation. Dave has developed long-term relationships with clients in Pleasanton, Jourdanton, Tilden, Three Rivers and in the surrounding areas of McMullen County. Dave’s background in petroleum geology and financial planning gives him a thorough understanding and ability to help landowners, ranchers and farmers in South Texas manage their personal financial affairs. As a former Texas Petroleum Geologist, Dave’s knowledge of oil production serves him well with his Eagle Ford Shale clients.
Hobbies Dave enjoys the great outdoors. He likes fishing with friends in his boat in the Gulf of Mexico and hunting for white tail deer in South Texas. He and his wife, Dianne, enjoy taking road trips throughout the country and hiking in our wonderful national parks.
Dave Valtierra is a registered representative of and offers securities, investment advisory and
financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory office: 10101 Reunion Place, Ste. 300, San Antonio, TX 78216, (210) 342-4141. Eagle Ford Advisors Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC.
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