Maria Guadalupe Valdez

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → 05/2026
  Claudia Alarcon Insurance Agency
  Bonita, CA
• 09/2025 → 05/2026
  Doug Steiner Insurance Agency
  San Diego, CA
• 11/2014 → 09/2024
  Dennis Volz Insurance Agency
  Spring Valley, CA
• 05/2026 → Present
  State Farm Insurance
  El Cajon, CA
• 05/2026 → Present
  State Farm Vp Management Corp
  El Cajon, CA
• 05/2026 → Present
  State Farm Investment Management Corp
  El Cajon, CA

Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 05/02/2026; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-18
• S63 Uniform Securities Agent State Law Examination
  2026-02-07

Other Names

• Maria Guadalupe Garcia