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Joan Valenti

Joan Valenti

Joan Valenti is a Certified Financial Planner™ Professional who has been providing financial planning services for 27 years. She received her Bachelor of Science degree in Finance from Baldwin-Wallace College and obtained her Certified Financial Planner™ certification from the College of Financial Planning in 1991. She holds FINRA registrations 7, 63, 24, and 65 and is an investment advisor representative at LPL Financial and also holds an insurance license. LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker\/dealer supporting more than 12,000 financial advisors nationwide.*\r\n\r\nJoan has spent her career concentrating on Retirement and Estate Planning utilizing investment and insurance products. While dedicated to unbiased financial advice, Joan specializes in helping her clients work towards their retirement goals and the distribution of their assets in a tax efficient manner. As a wealth manager she helps to design an investment strategy to help clients work to achieve retirement goals while creating a plan for the preservation of their wealth from generation to generation. Joan’s focus is on wealth accumulation and the income distribution phase of retirement. \r\n\r\nShe is an OSJ Branch Manger with LPL Financial with focus on Compliance procedures in her oversight of other Registered Representatives with respect to Suitability Standards and Record-Keeping Procedures. \r\n\r\nActive in her community, Joan is on the Farmington Food Pantry Board of Directors. She is a member of the Advisory Board of Northwest Community Bank. Joan also is a Past President of Rotary and Paul Harris Fellow of Rotary. \r\n\r\nJoan resides in Unionville, CT with her husband and twin daughters. \r\n\r\nSecurities offered through LPL Financial Member FINRA\/SIPC\r\n\r\n* As reported in Financial Planning magazine 1996-2009, based on total revenues.\r\n