Vincent Valeriano, Crps™ Email and Phone Number
As a Financial Advisor, my main drive is helping my clients connect their money to what they value most in life. Whether you are planning your retirement, saving for your children's or grandchildren's education, looking to preserve your wealth, develop an estate planning strategy, or seeking an attractive employee -benefit plan for your business, I can help. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity. In my practice, I strive to treat people the way I would like to be treated, build relationships built on trust, and encourage an active dialogue in each financial decision. It is my joy to teach and educate my clients why I propose certain strategies – I want my clients to learn something new each time they interact with me. I will never pressure and try to impress by speaking over my client’s heads. I allow every client time and space to consider my proposals, ask any questions, and review with other important people in their life before they come to a decision. Above all, every strategy I provide to my clients is with their best interest in mind. Please feel free to reach out anytime. I look forward to working with you to help you, your family, or business achieve your financial needs and goals!This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
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- wellsfargoadvisors.com
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Financial AdvisorWells Fargo Advisors Oct 2022 - PresentI help clients succeed financially with investment planning and advice to help them achieve their financial goals to create the future they want. With access to a broad array of company resources -- including research analysts and economic and market experts -- I help clients make informed investment decisions based on their specific needs.My Areas of Focus:• Advisory Services• Business Services• Education Funding & 529 Plans• Estate Planning Strategies• IRAs & IRA Strategies• Retirement Planning -
Disaster Assistance Response Team MemberSamaritan'S Purse Sep 2017 - PresentBoone, Nc• On call responder for global humanitarian catastrophesHurricane Irma, Barbuda, 2017• led a team of students in initial disaster response• Established food, water, and non-food item distribution points• Debriefed students in emotionally processing their experience to mitigate secondary trauma -
International InternSamaritan'S Purse May 2018 - Aug 2018Nepal• Assisted the Senior Operations Manager and Country Director in all needed functions• Wrote and edited program reports and impact stories• Audited operations inventory in preparation of country office closure• Maintained and updated country master inventory list• Completed all necessary paperwork for asset disposal -
Epidemiologist & Healh Promotion SpecialistVirginia Department Of Health Jun 2019 - Sep 2022Richmond, Virginia, United StatesI am proud to have worked and served as an Epidemiologist at the Virginia Department of Health, Office of Emergency Medical Services. First responders are a vital part of our communities but sadly, research has discovered that more first responders die by suicide than in the line of duty. In my role, I have had the opportunity to execute Virginia's first comprehensive Emergency Medical Service provider mental health survey. Using the data from this survey, I advocate and promote first responder health and safety by speaking about the results of our research, developing health and safety resources, and networking with other public safety and health organizations. I also played a key role in monitoring and surveillance of pre-hospital care data surrounding COVID-19 cases throughout the Commonwealth. -
Graduate Student Assistant - Department Of Public And Community HealthLiberty University Aug 2018 - Jun 2019Lynchburg, Virginia Area• Coteach and develop curriculum for the Drugs in Society undergraduate course• Aid faculty supervisor with two research projects• Assist in instructing students in SPSS software in the Research Methods graduate course• Support faculty with teaching, grading, and various departmental projects -
Graduate Student Assistant - Lu Send NowLiberty University Jan 2018 - May 2018• Coached and assisted the new staff in all areas of the program as necessary• Mobilized and organized disaster assistance response teams• Vetted students into the program• Served as a point of contact for students participating in the program -
Associate Director Of Lu Send NowLiberty University Sep 2015 - Nov 2017Lynchburg, Virginia• Directed Liberty University’s domestic and global disaster and humanitarian response program• Led LU Send Now to become one of the most marketable programs of Liberty University• Coordinated over twenty domestic and international disaster assistance response teams • Managed and provided support to staff, student workers, and interns • Developed and cultivated international and domestic partnerships• Designed and facilitated all necessary disaster and humanitarian response trainings • Instituted and supervised the internship program• Budgeted and analyzed financial activities for the department• Served as primary liaison between the Office of Risk Management • Systematized program application and vetting process• Created and executed recruiting and promotional strategies to bolster program enrolment• Networked with outside media and news agencies for program promotion and advocacy• My title changed multiple times as the department grew but my role stayed the same -
Campus Mobilization CoordinatorLiberty University Dec 2013 - Aug 2015Lynchburg, Virginia• Created promotional and marketing strategies for the Center for Ministry Training • Supervised department scholarship recipients• Mentored students on a weekly basis• Oversaw and organized promotional events • Trained students in community engagement and travel safety procedures -
Waiver Service Provider - Bridges To Health ProgramElmcrest Children'S Center Jan 2013 - Aug 2013Syracuse, New York• Provided support services for disabled, mentally delayed, and emotionally traumatized children • Advocated for clients to resolve crises and conflicts in the home, school, or commuty• Monitored and evaluated clients’ progress according to specialized treatment and care plans -
Certified Personal Trainer, Fitness Center StaffThe Y (Ymca) Oct 2012 - Aug 2013Syracuse, New York Area• Conducted new member orientations to familiarize them with facilities and exercise equipment • Assessed and evaluated clients’ health and wellness goals and physical capabilities• Design and implemented individualized training programs • Coached clients with nutrition, weight control, corrective exercise, and fitness protocols• Assisted group fitness classes and youth sports -
Study Abroad InternImb (International Mission Board) Jan 2011 - Jul 2011Chengdu, Sichuan, China• Conducted demographic surveying among seminomadic people groups in the Sichuan province• Networked to build strategic business partnerships for travel company• Taught English as a second language to Chinese and Tibetan students
Vincent Valeriano, Crps™ Education Details
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Frequently Asked Questions about Vincent Valeriano, Crps™
What company does Vincent Valeriano, Crps™ work for?
Vincent Valeriano, Crps™ works for Wells Fargo Advisors
What is Vincent Valeriano, Crps™'s role at the current company?
Vincent Valeriano, Crps™'s current role is Financial Advisor at Wells Fargo Advisors.
What schools did Vincent Valeriano, Crps™ attend?
Vincent Valeriano, Crps™ attended Liberty University.
Who are Vincent Valeriano, Crps™'s colleagues?
Vincent Valeriano, Crps™'s colleagues are Jackie Stanton, Irene Randolph, David Homan, Parish Braden, Brian Firring, Devon Massi, Robert Elkins.
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