Meet the Valoram Team

We are professionals working in collaboration to design personalized solutions for every client.

The Valoram difference: Business Unusual

At Valoram, we are committed to helping you manage your resources wisely. Our advisors and employees are united by a shared set of values. These core principles guide every interaction and decision we make:

Faith-Focused Service

Our commitment to stewardship is rooted in our faith—we serve with integrity, purpose and a calling to make a positive impact in the lives of those we help.

Truth and Transparency

We believe in honest conversations and clear guidance. Our approach is straightforward and empowering, equipping you with the understanding needed to navigate complex financial decisions

A Win for Everyone

Your success is our success, and we strive to foster partnerships that are built on trust and shared goals. Whether it’s achieving a milestone, overcoming a challenge or pursuing a long-term vision, we are committed to being by your side every step of the way.

Meet The Team

Alvin & Marcia Ubaldo
Agency Directors
Jon Mall
Vmax Director
Theresa Sulit Guerarra
Financial Professional
Kamran Zohoori
Financial Professional
Gary Guan
Financial Professional
Ejay Cruz
Financial Professional
Odette M. Boyd
Financial Professional
Lisa Williams
Financial Professional
Tim Thomas
Financial Professional
Galia Alonso
Financial Professional
Susan Fran
Financial Professional
Elia Juarez
Financial Professional
Mich Tinsay

RICP®

Financial Professional
Mary Carmen Muñoz
Financial Professional
Sharon Webster
Financial Professional
Sandy Bowen
Financial Professional
Mary Viray
Financial Professional
Jill Espino
Financial Professional
Jennifer Smith
Financial Professional
Andrea Castaneda
Financial Professional
Dial Dace
Financial Professional
Danna Keller
Financial Professional
Brenen Riggs
Financial Professional
Arvin Abaca
Financial Professional
Anika Avery
Financial Professional
Ella Hall-Webster
Financial Professional
Lea Lopez
Financial Professional

Internal Team

Ruperto & Lourdes Ubaldo
Founders
Lucas Ubaldo
Operations Director
Jonas Ubaldo
Marketing Director
Jane Matanguihan
Executive Administrator
Ellen Bautista
Client Success Manager

Ready to take action?

We partner with clients who are ready to secure their financial future. If you are prepared to move forward, we are prepared to help you build a powerful strategy.