At Eagle Ford Advisors Group, we work together to create a positive experience for our clients. Dave is supported by a qualified team with over 20 years combined industry experience.
Choosing the right person to assist in planning your financial future comes down to more than just experience. You deserve time and attention from a local financial advisor who understands your needs. You want someone who will work tirelessly to help you understand all of your options so you can make sound decisions that are best for you and your family.
Dave Valtierra has been an investment advisor representative in South Texas for over 24 years and has extensive experience in retirement modeling, tax reduction engineering, wealth accumulation, investment strategy, insurance protection evaluation and family estate planning. Dave's passion is to help individuals, families, business owners and professionals achieve their financial goals and dreams with ease.
As the Eagle Ford Shale formation has grown, so has the need for families and individuals to have a trusted advisor to help manage their finances and secure their plans for the future. Dave Valtierra founded Eagle Ford Advisors Group, LLC in 2010 and travels to South Texas three days a week to meet with landowners who have oil production, local business owners and professionals.
About Eagle Ford Advisors Group, LLC
Dave Valtierra earned his Bachelor of Science (B.S.) in Petroleum Geology at The University of Texas at Austin and his Master of Business Administration (M.B.A.) at The University of Texas at San Antonio. With over 24 years of experience in the financial services industry, Dave's background in petroleum geology and financial planning make him uniquely qualified to help landowners, farmers, ranchers, business owners and professionals in South Texas manage their personal financial affairs.
When he's not in the office or visiting clients, Dave enjoys spending time in the great outdoors. He likes fishing with friends in the Gulf of Mexico and hunting for white-tailed deer in South Texas. Dave also hosts a high-energy, educational hunting and fishing show called Wide Open Outdoor Adventures®. His passion for the outdoors runs deep.
People We Serve
Our clients include landowners with oil production as well as business owners and professionals in South Texas. The map below indicates the Texas counties where our clients live and work.
Dave Valtierra travels to South Texas multiple times a week to conduct in-person meetings with our clients. Interested in meeting with Dave to talk about your financial plans?
Eagle Ford Advisors Group, LLC
10101 Reunion Place, Suite 300
San Antonio, TX 78216
CRN202007-232934Dave Valtierra is a registered representative of and offers securities and investment advisory financial planning services through MML Investors Services, LLC, Member SIPC. 10101 Reunion Pl., #300 San Antonio, TX 78216 (210) 342-4141. Eagle Ford Advisors Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Dave Valtierra is licensed to sell insurance in the following jurisdictions: Texas (Life, Health, Variable), Connecticut (Life), Florida (Life, Health, Variable)
Dave Valtierra is licensed to sell securities* in the following jurisdictions: Texas, Virginia
Estate and Investment Planning for South Texas Landowners