Vincent Valeriano
Financial Advisor @National Wealth Management Group Llc
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WORK HISTORY
Financial Advisor @National Wealth Management Group Llc
Las Vegas, NV, US
Serve as a fiduciary financial advisor, providing transparent, objective guidance through a flat-fee structure.• Develop comprehensive financial strategies for individuals, families, and business owners aligned with their goals and long-term vision.• Specialize in retirement income planning, estate & legacy strategies, philanthropic giving, education funding, and business retirement plans.•. Utilize life insurance strategies for protection and annuities to create reliable retirement income streams.•. Actively manage investment portfolios with a focus on growth, risk management, and tax efficiency.• Advise on lending strategies, including evaluating credit solutions, optimizing debt structures, and aligning borrowing with long-term planning objectives.• Deliver holistic, client-centered solutions that simplify complex financial decisions and provide clarity, confidence, and lasting value.
EDUCATION
Liberty University
Bachelor of Science - BS, Intercultural Studies
ABOUT VINCENT VALERIANO
Helping families and business owners connect their money to what matters most through…
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