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    David Valtierra


    MassMutual South Texas - Main Office
    10101 Reunion Place One Union Square, Suite 300 San Antonio, TX 78216-4157
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    About David

    Dave Valtierra has over 25 years of experience in the financial services industry. His investment, estate planning and insurance practice focuses on guiding landowners in South Texas, business owners, individuals and families in the areas of: Retirement Modeling and Planning; Investment Strategy Formulation; Tax Reduction Strategies; Insurance Protection Evaluation; Wealth Accumulation Modeling; and Family Estate Planning.

    Dave is also the lead Investment Advisor specializing in Insurance, Estate and Financial Planning for Eagle Ford Advisors Group.

    Education Bachelor of Science Degree in Petroleum Geology — the University of Texas in Austin Master’s Degree in Business Administration (MBA) — the University of Texas in San Antonio

    Personal Philosophy Dave’s goal with each of his clients is to help them accumulate wealth, protect that wealth, reduce exposure to taxes, protect their families and ultimately retire graciously.

    Area of Specialty Dave travels to South Texas three (3) days each week to help landowners who have oil and gas production on their properties from the Eagle Ford Shale formation. Dave has developed long-term relationships with clients in Pleasanton, Jourdanton, Tilden, Three Rivers and in the surrounding areas of McMullen County. Dave’s background in petroleum geology and financial planning gives him a thorough understanding and ability to help landowners, ranchers and farmers in South Texas manage their personal financial affairs. As a former Texas Petroleum Geologist, Dave’s knowledge of oil production serves him well with his Eagle Ford Shale clients.

    Hobbies Dave enjoys the great outdoors. He likes fishing with friends in his boat in the Gulf of Mexico and hunting for white tail deer in South Texas. He and his wife, Dianne, enjoy taking road trips throughout the country and hiking in our wonderful national parks.

    Dave Valtierra is a registered representative of and offers securities, investment advisory and

    financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory office: 10101 Reunion Place, Ste. 300, San Antonio, TX 78216, (210) 342-4141. Eagle Ford Advisors Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    David Valtierra MBA is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 10101 Reunion Place, One Union Square, Suite 300, San Antonio, TX 78216-4157, Tel: (210) 342-4141

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, Florida, Texas

    I am licensed to sell Securities Products in the following jurisdictions:

    David Valtierra MBA, San Antonio, TX

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