Managing Director
Current
Apr 2024 - Present
AeroLeads people directory · profile
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp Email & Phone Number
Managing Director
at
Retirement Income Source®, LLC
1 work email found
@hrblock.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Director
Location
Longmeadow, Massachusetts, United States
Who is Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp? Overview
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Quick answer
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp is listed as Managing Director at Retirement Income Source®, LLC, based in Longmeadow, Massachusetts, United States. AeroLeads shows a work email signal at hrblock.com and a matched LinkedIn profile for Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp.
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp previously worked as Financial Advisor at Sound Income Strategies and Financial Advisor at Morgan Stanley. Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp holds Master Of Science - Ms, Personal Financial Planning from College For Financial Planning.
Company email context
Email format at Retirement Income Source®, LLC
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*@hrblock.com
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AeroLeads found 1 current-domain work email signal for Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp. Compare company email patterns before reaching out.
Profile bio
About Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp
I was born and raised in Poland and have resided in New England since 1992. I am a Financial Advisor with a taxation and accounting background, and a Managing Director of the Longmeadow, MA office. I have earned a Master of Science in Personal Financial Planning from the College for Financial Planning, a Master of Science in Business Administration from the University of Hartford, and a Bachelor of Science degree in Business Management with a concentration in Accounting from Westfield State University. I hold designations as a Master Planner Advanced Studies™ (MPAS®), a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Portfolio Management Advisor™ (APMA®), an Accredited Behavioral Finance Professional™ (ABFP®), a Chartered Retirement Planning Counselor™ (CRPC®), an Accredited Wealth Management Advisor™ (AWMA®), and a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) from the College for Financial Planning. I have my Series 7, 66, Life, Accident and Health, and NMLS licenses. I am passionate about finances and educating others on the importance of proper financial planning. So much so that I tutor and mentor CFP students and am currently writing a book about financial literacy. I am a cyclist, ultra-marathoner, author, hiker, kayaker, and world traveler. I also do construction projects as a hobby. I have been married to my husband, Christopher, since 2004, and we have three children together. I support many health charities, including autism charities, as my youngest daughter has autism. I wrote two children’s books about autism to help children understand autism and how to be better friends with those on the spectrum.I am a lifetime learner and continue to expand my knowledge.Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Scranton Financial Group, LLC and Sound Income Strategies, LLC are associated entities. Scranton Financial Group, LLC is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies, LLC are associated entities. https://www.sec.gov
Current workplace
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp's current company
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10 roles
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Mar 2022 - Present
Financial Advisor
- Consult with clients on wealth management strategies based on their financial and investment goals
- Help clients reach their future goals
- Manage Brokerage accounts, IRAs, 529 college savings plans, business 401k plans
- Create financial plansNMLS#: 1920565
Jul 2019 - Mar 2022
Office Manager
- Manage office staffing, operations, and logistics for multiple tax offices
- Coach and lead the teams to deliver outstanding client service and exceed targeted goals
- Grow the business through developing local partnerships, managing office community involvement, and modeling and coaching sales and new client growth tactics
- Assist in the development and execution of office-level business plans
- Assist in recruiting and interviewing tax office associates
- Be a knowledgeable resource on tax topics and products and, as needed, prepare accurate and complete tax returns for clients
Oct 2018 - May 2019
Senior Tax Analyst
- Completed Federal and state income taxes for individuals and business owners
- Ensured Federal, state and local tax compliance
- Consulted on local income tax, 401K and IRA
- Completed state and local audit support
- Employed strategic business process and technology-based tax solutions
Oct 2014 - May 2019
Project Buyer
- Performed purchasing tasks and duties on projects taken on by Permasteelisa
- Handled and rectified any issues regarding materials that required “special circumstances” (for example, a lack of knowledge of the origin and specifications of particular materials)
- Processed order requests and transmission letters
- Performed data entry tasks and transfers in SAP and NEXUS
- Ensured that Purchase Orders (PO) were created, recorded, filed, and stored properly
- Tracked orders through the use of production release schedules and other tools
Oct 2006 - Dec 2009
Payroll Specialist
- Transmitted payroll and maintained human resource data
- Audited employee status change forms
- Processed payroll deductions, garnishments, wage assignments
- Account reconciliation, journal entries, general ledger
- Created weekly and monthly certified union reports
Oct 2005 - Sep 2006
Tax Specialist Iii
- Completed Federal and state income taxes for individuals and business owners
- Ensured Federal, state and local tax compliance
- Consulted on local income tax, 401K and IRA
- Completed state and local audit support
- Employed strategic business process and technology-based tax solutions
Nov 2006 - Apr 2007
Accounts Receivable Clerk
Benjamin Moore Paints | Kuwait
- Posted customer payments made through checks and a bank lock box for two store groups containing 85,000 plus customers
- Verified validity of account discrepancies
- Collections
- Completed bank reconciliations for five store groups
- Verified the Account Analysis reports receivables and payables
Dec 2004 - Oct 2005
Accounts Receivable Specialist
- Posted customer payments by recording cash, checks, and credit card transactions
- Recorded revenues by verifying and entering transactions from the lock box
- Verified validity of account discrepancies by obtaining and investigating information from sales, the guest service department, and from customers
- Assisted in accounts payable paying invoices after input, bank reconciliations, light analysis, and financial statements
- In payroll: vacation tracking, liability analysis, and full cycle management
Oct 2003 - Dec 2004
4 education records
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp education
Master Of Science - Ms, Personal Financial Planning
College For Financial Planning
Master Of Business Administration - Mba
University Of Hartford
Bachelor Of Science - Bs, Managment & Accounting
Westfield State University
Associate Of Science (A.S.), Accounting
Middlesex Community College
FAQ
Frequently asked questions about Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp
Quick answers generated from the profile data available on this page.
What company does Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp work for?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp works for Retirement Income Source®, LLC.
What is Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp's role at Retirement Income Source®, LLC?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp is listed as Managing Director at Retirement Income Source®, LLC.
What is Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp's email address?
AeroLeads has found 1 work email signal at @hrblock.com for Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp at Retirement Income Source®, LLC.
Where is Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp based?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp is based in Longmeadow, Massachusetts, United States while working with Retirement Income Source®, LLC.
What companies has Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp worked for?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp has worked for Retirement Income Source®, Llc, Sound Income Strategies, Morgan Stanley, H&R Block, and Permasteelisa North America.
How can I contact Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp?
You can use AeroLeads to view verified contact signals for Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp at Retirement Income Source®, LLC, including work email, phone, and LinkedIn data when available.
What schools did Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp attend?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp holds Master Of Science - Ms, Personal Financial Planning from College For Financial Planning.
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