Joe Valencia is a knowledgeable and experienced Divisional Wealth Management Consultant with Capital Group/American Funds, who oversees the areas of Florida, Georgia, and Alabama. His 15 years of industry experience has equipped him with the ability to provide financial professionals with insights, practice management awareness, portfolio construction tools, and motivation to help advisors succeed in growing, scaling, and sustaining their practices. He works collaboratively with financial professionals and delivers personalized attention and resources that can help achieve their goals.

Valencia's areas of expertise are in mutual funds, models, separately managed accounts, fixed income, employer-sponsored retirement plan solutions/401ks, and college planning. He has completed his Certified Investment Management Analyst® (CIMA®) Certification at The Wharton School, studied Financial Planning and Services at the College for Financial Planning and The American College of Financial Services, and earned a Bachelor of Science - BS in Management Information Systems and Services at the University of South Florida.

Prior to his current role, Joe was a Divisional Wholesaler for American Funds at Capital Group and was an Advisor Consultant/Territory Specialist for Franklin Templeton Investments in New Jersey and Staten Island, New York. He has held other financial-related roles such as Senior Collection at JPMorgan Chase and Senior Financial Student Loan Consultant at Collegiate Funding Services.

He believes that working with an experienced provider can be a key competitive advantage, and he is eager to offer his expert guidance and exceptional services. If you're a financial professional and want to partner with Capital Group and Joe Valencia, he's the person to contact.