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
10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
April 11, 2023
Need a reason to add an annuity to your retirement portfolio? Here are 10. Annuities aren’t for everyone; you have seen me write about that often. But when you are putting together your “bedrock” foundation for your retirement plan, they ...
Read more >
Joe Valenzuela
Joe Valenzuela
Miami, Florida
joe.valenzuela@retirevillage.com
(844) 795-7233
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Play Like A High Roller
(January 21, 2023
Several years ago, I traveled to Las Vegas to attend ...
Physicians And The Affordable Care Act
(January 21, 2023
Physicians are taking the brunt of lowered medical costs reimbursements. ...
It's All About Planning
(January 9, 2023
Many people don’t know all their options when it comes ...
Creditor Protection: The Annuity Option
(January 8, 2023
Some asset protection might be included with an annuity. With ...
Big Changes Coming To Estate Tax Planning
(January 7, 2023
Reducing estate tax liability is getting more complicated. A very ...
Houston, we have a problem!
(September 11, 2022
Today, August 29th, 2017, day 4 of Hurricane Harvey, I ...
Play Like A High Roller
(January 21, 2023
Several years ago, I traveled to Las Vegas to attend ...
Physicians And The Affordable Care Act
(January 21, 2023
Physicians are taking the brunt of lowered medical costs reimbursements. ...
It's All About Planning
(January 9, 2023
Many people don’t know all their options when it comes ...
Creditor Protection: The Annuity Option
January 8, 2023
Some asset protection might be included with an annuity. With ...
Big Changes Coming To Estate Tax Planning
January 7, 2023
Reducing estate tax liability is getting more complicated. A very ...
Houston, we have a problem!
September 11, 2022
Today, August 29th, 2017, day 4 of Hurricane Harvey, I ...