Michael Valdez
- Role
- Business Transition Council of Tampa - Btc Www Btctampa Com at Profit Plan Partners
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Michael Valdez
For more than four decades, I have advised business owners, executives, and family…
Experience
Business Transition Council of Tampa - Btc Www Btctampa Com
Present
Education
University of South Florida
Bachelor of Arts - BA, Special Education and Teaching
Skills
- Strategic Planning
- Small Business
- Insurance
- Pensions
- Business Networking
- Financial Planning
- Investment Strategies
- Alternative Investments
- Investment Advisory
- Leadership
- Disability Insurance
- Wealth Management
- Term Life Insurance
- Personal Finance
- Funding
- Wealth
- Asset Management
- Portfolio Management
- Investments
- Retirement Planning
- Long-Term Care
- Trusts
- Succession Planning
- Asset Allocation
- Mutual Funds
- Qualifed Retirement Plans
- Iras
- Tax
- Mergers & Acquisitions
- Management
- Sales
- Financial Planners
- 401k
- Executive Management
- High Net Worth Individuals
- Business Planning
- Retirement
- Strategic Financial Planning
- Financial Services
- Securities
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