Justin began his financial services career in 2010 working for Fidelity and Merrill Lynch before moving to Northwest Financial Advisors in 2014. He works with both public and private sector clients to address pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process. His work involves addressing and supporting a variety of financial planning needs to include pension planning options, estate planning, workplace retirement programs, retirement income strategies, estate planning, holistic wealth management and tax-efficiency planning.
In addition to working in the financial services industry his entire professional career, Justin is a Certified Private Wealth Advisor® (CPWA®) professional, a designation earned through the Investments & Wealth Institute® and the Yale School of Management. This advanced education and professional certification offers advisors the breadth of specialized skills required to meet the complex needs of high-net-worth clients. Justin chose this certification as he felt it better provided him with comprehensive knowledge to help his clients, especially in preparation of tax law changes. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach to wealth management.
Justin also holds a bachelor’s degree in economics from George Mason University with a minor is business administration. In these dynamic times, Justin leans on his experience and financial education to the advantage of his clients, helping them identify and pursue their personal and financial goals.
“You’ve worked hard saving for retirement; make sure your savings and investments are working hard for you. We all have different goals and aspirations leading up to and through retirement. Each life stage presents unique opportunities and challenges, we listen to understand your thoughts and goals and implement solutions to become financially efficient while serving as your trusted financial life partner.” — Justin Valadez, Wealth Advisor
PARTNERING AND PLANNING WITH PURPOSE.
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union (NWFCU) is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors, and may also be employees of NWFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NWFCU or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Entity | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
JUSTIN VALADEZ, CPWA®
Wealth Advisor
jvaladez@nwfllc.com | 703-828-0724
TOPIC: DIVERSIFICATION
TOPIC: CASH FLOW
GETTING THE MOST OUT OF YOUR TSP — DURING & AFTER SERVICE
TOPIC: PROBABILITY OF SUCCESS IN RETIREMENT
MIDYEAR OUTLOOK 2021
2024 MIDYEAR OUTLOOK