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.
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Our Most Recent Article
Long-Term Care - The Retirement Conversation You Need to Have
February 29, 2024
Picture this: You've saved diligently and worked hard your whole life and are enjoying your well-deserved golden years. But then, the unexpected happens. A serious health issue leaves you needing help with everyday tasks—dressing, bathing, eating. The costs start piling ...
Read more >Joe Valenzuela
Joe Valenzuela
Miami, Florida
joe.valenzuela@retirevillage.com
(844) 795-7233
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(January 10, 2024
Embracing Positivity With Smarter Finances As the confetti settles and ...
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(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 ...
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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 ...
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November 1, 2023
Budgeting and Beyond After years of hard work, retirement is ...