CALL US: (954) 680-4088
CALL US: (954) 680-4088
As a family business, father Joe and daughter Julia work hand-in-hand to help build the ideal retirement for their clients. Together they host Retire South Florida, bringing listeners a variety of insightful retirement planning and economic topics every week.
Since 2010, they have seen financial changes in the market affect the retirement goals of people aged 55 and older. As a result, people today need to plan differently. Cost of living, taxes, medical costs, and other retirement-related expenses continue to rise. How you prepare and manage financially today is more important than ever.
President | Investment Adviser Representative
Joe Valenzuela has been in the financial services industry for over three decades. His educational background consists of a bachelor’s degree in electrical engineering from Florida Atlantic University and a master’s degree in business administration from Nova Southeastern University. He holds life, health, and annuity licenses to service the various insurance needs of his clients, including life, long-term care, disability, and indexed annuities. Joe is an Investment Adviser Representative with IPW, an SEC registered investment adviser (Series 65). Additionally, Joe is a Trustee for the Davie Pension Board Fire Department, where he has been volunteering since 2009.
Joe is a federal benefits consultant working with federal employees, helping them approach their financial and retirement plans. He also works with retiring State of Florida employees. Additionally, Joe focuses on retirees, high net-worth clients and business owners.
In his free time, Joe enjoys traveling with his wife, Laurie, on cruises and international travel. He also enjoys working out to stay fit.
Impact Partnership Wealth, ("IPW") LLC, Joe Valenzuela or Valenzuela Financial Management Group are not affiliated with or endorsed by the U.S. government.
Impact Partnership Wealth, ("IPW") LLC, Joe Valenzuela or Valenzuela Financial Management Group are not affiliated with or endorsed by the U.S. government.
Investment Adviser Representative
Julia Valenzuela is an Investment Adviser Representative with IPW, an SEC-registered investment adviser (Series 65). Julia also holds her life, health, and annuity licenses. She works hand-in-hand along with Joe in helping bring financial solutions to the families we serve. She formerly worked with Bank of America and brings her experience from the Global Corporate and Investment Bank, having held positions as a Business Analyst within the Investment Bank and an Analyst on the Corporate Banking COO Team.
Ms. Valenzuela’s educational background includes an undergraduate degree in business administration from Florida International University, summa cum laude, and a master’s degree in business administration from Nova Southeastern University with a focus in finance, magna cum laude.
When she is not serving clients, Julia enjoys traveling, wine, and cooking!