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Name
Joe Valdivia
Title
Regional Manager - WealthVest
Bio
Joe has over 20 years of experience in the financial services industry. He has been wholesaling in the Pacific Northwest for many years and has a track record of supporting advisors and sharing ideas to help them expand their business. He is always looking for new and creative ways to engage clients and plan for tomorrow.
Prior to joining WealthVest, Joe was a standout wholesaler for AIG Annuities. Focusing on variable, indexed, and fixed annuities he applied the knowledge acquired from his CRPC designation to partner with advisors in creating comprehensive retirement plans for their clients.
Joe attended California State University at Northridge, majoring in International Business Administration. In addition, he holds his FINRA Series 7 and 66, Life and Health license.
Joe and his wife Tammy reside in Gig Harbor, WA with their 3 daughters. When not working you will likely find Joe and his family paddleboarding, hiking the local trails, or playing golf.
Prior to joining WealthVest, Joe was a standout wholesaler for AIG Annuities. Focusing on variable, indexed, and fixed annuities he applied the knowledge acquired from his CRPC designation to partner with advisors in creating comprehensive retirement plans for their clients.
Joe attended California State University at Northridge, majoring in International Business Administration. In addition, he holds his FINRA Series 7 and 66, Life and Health license.
Joe and his wife Tammy reside in Gig Harbor, WA with their 3 daughters. When not working you will likely find Joe and his family paddleboarding, hiking the local trails, or playing golf.
