Valeria Aparicio joined TriCord Advisors in 2026 as a Client Services Administrator. In her role, she works closely with advisors and clients to support account administration, client onboarding, document processing, account transfers, and ongoing service requests. She is dedicated to delivering exceptional client service and helping create a seamless experience for clients as they navigate important financial decisions.
Valeria holds a Bachelor’s degree in Psychology from the University of California, Riverside (UCR) and a Master of Business Administration (MBA) from California Baptist University. Her educational background provides a unique combination of interpersonal insight and business expertise, allowing her to approach client service with both empathy and attention to detail.
Passionate about continuous learning and professional growth, Valeria enjoys expanding her knowledge of financial planning, retirement strategies, estate planning concepts, and wealth management practices. She values teamwork, mentorship, and building meaningful relationships with both clients and colleagues.
A proud California native, Valeria loves everything California has to offer, from its diverse communities and beautiful scenery to its vibrant culture. Outside of work, she enjoys spending time with family and friends, pursuing personal and professional development opportunities, and staying connected to her community.
Valeria is proud to be part of the TriCord team and appreciates the opportunity to help clients feel confident, supported, and well cared for as they work toward their financial goals.