Suggestions
Joe Valencia, CFP®, CIMA®, ChFC®, AIF®, CRPC®, CRPS®
Senior Regional Consultant at MFS Investment Management
Joe Valencia, CFP®, CIMA®, ChFC®, AIF®, CRPC®, CRPS®
Joe Valencia is a Senior Regional Consultant with MFS Investment Management in the Greater Tampa Bay Area.1 He has over 4,000 followers on LinkedIn.1
Valencia holds several professional certifications, including:
- Certified Financial Planner (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Financial Consultant (ChFC®)
- Accredited Investment Fiduciary (AIF®)
- Chartered Retirement Planning Counselor (CRPC®)
- Chartered Retirement Plans Specialist (CRPS®)
He is a graduate of the University of South Florida.1
Get intro to Joe
Add to my network
Location
Greater Tampa Bay Area
People also viewed
AAl Simmons
Managing Partner at Simmons Securities
BBrett Porter
Head of Balance Sheet Market Risk - National Australia Bank
Rohan Douglas
Founder and CEO at Quantifi Inc
Mutual Connections
See who you know in common with Joe
Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
AAl Simmons
Managing Partner at Simmons Securities
BBrett Porter
Head of Balance Sheet Market Risk - National Australia Bank
Rohan Douglas
Founder and CEO at Quantifi Inc
Mutual Connections
See who you know in common with Joe