Valoria Wealth Management

I serve women in tech across the United States who want clear, tax-smart guidance for their equity compensation and long-term wealth. My clients manage demanding careers, complex RSUs and stock options, and sometimes life transitions. They want a partner who simplifies financial choices and supports their goals with clarity and confidence.

As a fee-only fiduciary and founder of Valoria Wealth Management, I help women nationwide navigate:
• RSUs, ESPPs, ISOs, NQSOs
• Tax strategies to keep more of what you earn
• Tax-efficient investing and portfolio design
• Cash flow and lifestyle planning
• Retirement and financial independence strategies
• Job changes, promotions, acquisitions, and liquidity events

My work centers on cutting through complexity and helping women build real, lasting wealth. I support clients who want intention, stability, and more freedom in their lives while staying aligned with their values, families, and career ambitions.

Welcome to Valoria Wealth Management!

Maria

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

3355 E Point Dr Miami, FL 33026 Phone: +1 (305) 740-1660

Primary Office

3355 E Point Dr Miami, FL 33026 Phone: +1 (305) 740-1660