Brian Valenti, CFP®, CWS®

VP - Sr. Financial Consultant

+1 585-419-0502

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2015-present
  • Senior Investment Consultant, Generation Capital Management, 2010-2014
  • Financial Advisor, Morgan Stanley, 2008-2010

Education

  • Bachelor of Science, Business Administration, University at Buffalo
  • CFP Certification Professional Education Program, College for Financial Planning

Personal interests and affiliations

  • Rochester Business Journal, Forty Under 40 Recipient
  • Compeer, Mental Health Advocacy, Mentor

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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