Investment Professionals Inc
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 2003
Areas of focus:
- Business planning
- Divorce planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
- Tax Planning
Further information about Maria Valencia:
I aim to help others gain more clarity and control over their financial lives. This rewarding career aligns perfectly with my commitment to family and education. I specialize in the design and management of financial plans for high net worth individuals and small business owners. I also provide expert guidance to expatriates and business owners relocating to Texas.
My areas of concentration include personal financial planning for retirement, education funding, wealth management and succession planning.
I am a Chartered Retirement Planning Counselor (CRPC) Chairman of the Board, Montgomery County Hispanic Chamber - 2010 Board of Directors, LifeGift Board of Directors, Montgomery County Youth Services Member, International Women's Leadership Association
President's Recognition Award (2004 and 2005), Ameriprise Financial
I am licensed in TX, SC, NM, CA & MN
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
Series 7, Series 66, Group 1 CRPC
Foreign Languages spoken:
Fluent in English and Spanish
Will provide references upon request?
Further information about Investment Professionals Inc:
(Size of firm: 0-9 advisors)
Investment Professionals, Inc (IPI) seeks to bring investment, insurance and education, retirement, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected.
IPI has been ranked the Most Highly Rated Bank Brokerage Firm in the nation and has won more #1 category rankings than any other firm as reported by American Brokerage Consultants. As a client, you will have access to IPI's full team of experts.
Contact Information for Maria Valencia
Phone: (281) 363-8150
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Fax: (877) 417-6588
Address for Maria Valencia:
1400 Woodloch Forest Dr.
The Woodlands, TX, 77380
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