Michael Valdez's Location
Florida, United States
Michael Valdez's Work
- LPL Branch Manager @ Synergy Wealth Alliance
- Co Founder @ Business Transition Council of Tampa - BTC www.BTCTampa.com
- President @ Michael C Valdez CLU, PA
- Partner @ Family Financial Advocates, LLC Family Office Services
- member @ FPA TampaBay
- Owner @ Business Exit Planners LLC
- Partner @ Triangulum Financial Partners
Michael Valdez's Education
- University of South Florida
Bachelor of Arts - BA (Special Education and Teaching)
Michael Valdez's Skills
- Business Planning
- Insurance
- Tax
- Portfolio Management
- Estate Planning
- Strategic Financial Planning
- Qualifed Retirement Plans
- Employee Benefits
- Small Business
- Leadership
Michael Valdez's Summary
Michael Valdez, based in Florida, United States, is currently a LPL Branch Manager at Synergy Wealth Alliance, bringing experience from previous roles at Business Transition Council of Tampa - BTC www.BTCTampa.com, Michael C Valdez CLU, PA, Family Financial Advocates, LLC Family Office Services and FPA TampaBay. Michael Valdez holds a Bachelor of Arts - BA in Special Education and Teaching @ University of South Florida. With a robust skill set that includes Business Planning, Insurance, Tax, Portfolio Management, Estate Planning and more, Michael Valdez contributes valuable insights to the industry. Michael Valdez has 5 emails on RocketReach.
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