John Valentine, CFP®, CIMA®

VP - Sr. Financial Consultant

+1 585-419-0504

Financial credentials

  • Certified Investment Management Analyst®
  • Series 7, 9, 10, 66 Securities Licenses


24 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2004-present
  • Investment Specialist, Charles Schwab, Honolulu, Hawaii, 2001-2003
  • International Business Consultant, EVE Communications, Tokyo, Japan, 1995-2000


  • Master of Science, Financial Planning, College for Financial Planning, Colorado
  • Investment Management Consultants Association: The Wharton School of the University of Pennsylvania
  • Bachelor of Arts, Social Sciences, State University of New York, Cortland, New York

Personal interests and affiliations

  • New York State Notary Public
  • American Mensa

Standard mailing address:

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

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