Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp Email and Phone Number
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp work email
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Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp personal email
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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
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Managing DirectorRetirement Income Source®, Llc Apr 2024 - PresentFort Lauderdale, Florida, Us
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Financial AdvisorSound Income Strategies Mar 2022 - PresentFort Lauderdale, Florida, Us -
Financial AdvisorMorgan Stanley Jul 2019 - Mar 2022New York, Ny, Us• 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 -
Office ManagerH&R Block Oct 2018 - May 2019Kansas City, Mo, Us• 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 -
Senior Tax AnalystH&R Block Oct 2014 - May 2019Kansas City, Mo, Us• 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
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Project BuyerPermasteelisa North America Oct 2006 - Dec 2009Bloomfield, Connecticut, Us• 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• Received the priority dates from the Production Planners and the Project Mangers• Ensured that orders were placed in timely manner• Established and built relationships with key suppliers, customers, and clients• Followed up with vendors to ensure smooth transactions• Attended Project Coordination Meetings• Adhered to the purchasing procedures of Permasteelisa -
Payroll SpecialistPermasteelisa North America Oct 2005 - Sep 2006Bloomfield, Connecticut, Us• 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
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Tax Specialist IiiH&R Block Nov 2006 - Apr 2007Kansas City, Mo, Us• 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
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Accounts Receivable ClerkBenjamin Moore Paints | Kuwait Dec 2004 - Oct 2005• 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
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Accounts Receivable SpecialistHotel Northampton Oct 2003 - Dec 2004Northampton, Ma, Us• 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
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp Education Details
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College For Financial PlanningPersonal Financial Planning -
University Of HartfordMaster Of Business Administration - Mba
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Westfield State UniversityManagment & Accounting
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Middlesex Community CollegeAccounting
Frequently Asked Questions about Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp
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 the current company?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp's current role is Managing Director.
What is Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp's email address?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp's email address is ag****@****hoo.com
What schools did Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp attend?
Agnieszka Valenta Mspfp, Cfp®, Mpas®, Mba, Apma®, Crpc®, Awma®, Abfp attended College For Financial Planning, University Of Hartford, Westfield State University, Middlesex Community College.
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