Gina Valorz

Gina Valorz

Managing Partner | CPA, PFS, CGMA

• Certified Public Accountant (CPA)
• Series 66 License (Investment Advisor)
• Series 7 License (General Securities License)
• Texas Life and Health Insurance License

• Texas Society of CPAs
• San Antonio Hispanic Chamber of Commerce

Career Background

Gina Valorz joined Steven Bankler’s CPA firm in 1996 and Bankler Advisory (the investment advisory service of Steven Bankler’s CPA firm) in 2001. She earned her Bachelor of Business Administration degree as an accounting major from the University of Texas at San Antonio in 1990. Gina obtained her CPA license in 1993. Her CPA experience includes two years as a general ledger accountant for Coca Cola Bottling Company of the Southwest, two years as tax specialist with KPMG and two years as staff accountant with Sue Fuselier, CPA.

Client Spotlight

LAW Security

A terrifying home invasion involving men with masks and guns set Pam Wood on an unexpected path to business ownership in 1981….

Mergeworks

What happens when you combine a passion for creating, a knack for business, and deep family values? For Scott Klingler, owner of MergeWorks, it resulted…

Falcona

Bessie M. Irizarry loves embracing a good challenge. It’s one of the many reasons she’s earned respect as a female engineer and business owner in…

Concepts Construction

San Antonio native Mark Lopez can’t recall a time he didn’t envision himself following the footsteps of his father, a project manager, into the construction…

Sunshine Medical Uniforms

Siew Pang knows that the key to unlocking the American dream can be discovered by embracing unexpected opportunities….

Magnolia Pancake Haus

If you’re a San Antonian, you may not want to imagine your weekend without brunch at the city’s beloved Magnolia Pancake Haus….

Stone Oak Wealth Management

Greg Thompson has long respected money and how it can catalyze greater things….

Party City

You may not be aware of it, but Don Lasseter has helped you throw a party. How do we know that? He’s the franchise owner…

Westar Alamo Land Surveyors, LLC

Land surveyors aren’t known for exceptional customer service. But why shouldn’t they be? David Breaux set out in 1998 to prove that treating customers right…

OverWatch Enterprises, LLC

When Lance Rose sees a business need, he fills it. That’s how he and Terri, his wife of 30 years, have evolved into the proud…

Mr. Electric of San Antonio

Matt and Lara Bruhn met while in graduate school at Harvard. He served as an officer and F-15C pilot with the U.S. Air Force….

Oscar E. Flores Design Studio

Growing up in Piedras Negras, Coahuila, Mexico—just south of Texas along the Rio Grande—Oscar E. Flores dreamed of becoming a designer….

Our Team

Steven Bankler

Senior Partner | CPA, PFS, Cr.FA, CFF, CGMA

Steven Bankler

Let’s Talk

Let’s take a look at your finances together. We offer a complimentary 1-hour call to review your past tax returns. If we see a way to help you, we will.