Maria Valencia

Maria Valencia

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:

  • Annuities
  • 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
  • Securities
  • 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

Qualifications:
President's Recognition Award (2004 and 2005), Ameriprise Financial

I am licensed in TX, SC, NM, CA & MN

Compensation and Fee Structures:

Fee Based

Licenses, Certifications & Affiliations:

Series 7, Series 66, Group 1 CRPC

Education:

Not specified

Foreign Languages spoken:

Fluent in English and Spanish

Will provide references upon request?

Yes


Further information about Investment Professionals Inc:

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.
Ste 300
The Woodlands, TX, 77380

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