Our Commitment to Your Financial Future
Our journey into financial planning is rooted in personal experience. Over the years, we watched friends and family struggle to find the right guidance to navigate their financial futures. We believe that with our deep understanding of personal finance, combined with our expertise and training, we can help others confidently plan for their financial well-being.
Through our years of experience, we've earned a reputation for making complex financial concepts easy to understand. Our goal is to empower individuals with the knowledge they need to take control of their financial future and achieve their goals. Above all, we are deeply committed to serving and supporting our community, and we approach every client relationship with this dedication in mind.
Undrea Smith, RICP®
Founder/CEO
Undrea@eastvalleyretirement.com
Undrea possesses a securities license (Series 65) and has also attained the RICP® designation from the American College of Financial Services. His experience as an Investment Advisor, Fiduciary, Retirement Planning Specialist as...
Julianne Smith
Co-Founder/Marketing Director
Julianne@eastvalleyretirement.com
Julianne is the Marketing Director and is the “other half” of this family owned business. She was the inspiration behind Undrea following his dream of creating a business that can truly help the members of our community to...
Timothy Rocque
Chief Operations Officer
Alex Marsh
Operations Coordinator
Alex is a dedicated professional with a passion for finance and a commitment to excellence. A proud graduate of the W.P. Carey School of Business at Arizona State University, Alex earned his degree in Finance, laying the foundation for...
Venetia Wilhelmsen
Client Experience Coordinator
Venetia@eastvalleyretirement.com
Meet Venetia Wilhelmsen, the warm-hearted soul behind the scenes at East Valley Wealth & Retirement. As our dedicated Client Coordinator, Venetia embodies the very essence of compassion that drives our firm's commitment to our...
Courtney Dover
Executive Assistant
courtney@eastvalleyretirement.com
Isaiah Wojciechowski
Client Engagement Specialist
Isaiah@eastvalleyretirement.com