Javier Vallejo

Javier Vallejo is the founder of Pacific Terra Wealth Management, a boutique comprehensive financial planning firm located in Newport Beach. Javier is a Registered Representative and holds the Series 7, 66 and Life & Health insurance licenses.

Javier is a Wealth Manager primarily working with business owners, professionals, and families aspiring to achieve a work optional lifestyle, by providing advice on Investment Planning, Insurance Planning; Tax Planning; Retirement; Estate Planning; Intergenerational Wealth Transfer planning; and Educational Savings Planning. Working with a network of highly skilled professionals in Irvine, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients’ lives. 

Javier began his career with American Express Financial Advisors in Irvine. He quickly excelled achieving the distinction of President’s Council recognizing his merit as a top 5% ranking First Year Advisor. Javier continued his career at American Express Financial with a promotion into the District Manager role becoming one of the youngest District Managers in the country. Under Javier’s leadership, the Irvine market group was ranked in the top five in the country. During the company’s transition of American Express Financial Advisors to Ameriprise Financial, Javier recognized that his true passion was in working directly with his clients rather than managing people. Javier became an independent franchisee of Ameriprise Financial. In 2007, he took his commitment to his clients of providing the highest quality service and ability to have access to products that fit each individual’s clients need by using an independent business model and open his own firm.