Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Charlotta Valentine
Title
Bio
"Charlotta has worked in the Financial Services industry for over 20 years. Prior to helping clients with life insurance, health insurance and annuities Charlotta served as a Senior Mutual Fund Administrator / Investment Officer at Wilmington Trust Company and joined The Bank of New York Mellon as a Vice President of Regulatory Administration.
Charlotta’s mission is to serve her clients in a fair and ethical manner, and she continually strives to help protect her clients and their family’s financial security. Charlotta recognizes that her client’s needs, and priorities will continue to evolve, and she is committed to assisting each client throughout all of life’s stages. "
Charlotta’s mission is to serve her clients in a fair and ethical manner, and she continually strives to help protect her clients and their family’s financial security. Charlotta recognizes that her client’s needs, and priorities will continue to evolve, and she is committed to assisting each client throughout all of life’s stages. "
