Valeria Escandon is a Client Services Associate at Generations Tax and Wealth Management, where she works closely with Curtis Raven, JD, CPA. In her role, Valeria assists with tax preparation and wealth management support, including client requests, document preparation, account maintenance, and ongoing client communication.
Valeria joined the firm in January 2025 and has a background in administration and client service. Prior to joining Generations, she worked as an administrative director, gaining experience in operations, organization, and client support. She also has nearly 10 years of customer service experience, which supports her work with clients and the advisory team.
Valeria helps with the day-to-day processes that keep client service organized and moving efficiently. She supports both clients and team members throughout the tax and wealth management process.
Valeria earned her Bachelor’s degree in Business Administration from the Martin V. Smith School of Business & Economics at California State University Channel Islands and holds two Associate degrees in Accounting.