Joe Valenzuela
Joe Valenzuela
Joe Valenzuela is proud to be a part of the financial services industry since 1993. He began his education at Florida Atlantic University in Electrical Engineering, also receiving a Master’s Degree in Business Administration from Nova Southeastern University. He holds a Life & Health and Annuity License to guide his clients in purchasing the correct type of long-term care and indexed annuities. Joe is proud to hold his SEC-registered investment adviser (Series 65) as an Investment Advisor Representative with CPR Investmennt Inc.
More information about Joe can be found in the About Us Tab above
Our Most Recent Article
The Risks of Being Underinsured
April 24, 2024
In an ideal world, insurance is a safeguard, a protective barrier that cushions individuals and businesses against financial losses due to unexpected events. However, when underinsured, when protection is insufficient, the consequences may be as devastating as having no insurance ...
Read more >Joe Valenzuela
Joe Valenzuela
Miami, Florida
joe.valenzuela@retirevillage.com
(844) 795-7233
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Life insurance is a financial safeguard, ensuring monetary stability for ...
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(February 29, 2024
Picture this: You've saved diligently and worked hard your whole ...
A New Year, A New You
(January 10, 2024
Embracing Positivity With Smarter Finances As the confetti settles and ...
Building a Financial Safety Net with Long-Term Care Insurance
(December 20, 2023
As you approach the golden years of retirement, thinking about ...
Understanding and Avoiding the Latest IRS Tax Scams
December 9, 2023
Taxpayers must be vigilant against an array of sophisticated scams ...
A New Identity in Your Golden Years
November 28, 2023
Retirement marks a significant milestone, anticipated as a time of ...
Understanding Key Financial Concepts in Life Insurance
November 9, 2023
Life insurance is a financial safeguard, ensuring monetary stability for ...