Chuck Valenti
Financial Advisor|CLTC®
Expertise | Integrity | Strength
631-410-1344 631-410-1344
Professional Profile
After more than 42 years at Northwestern Mutual, I have, and I will continue to further my education. This will enable me to provide my clients with the most updated knowledge necessary to help create the most appropriate solutions for their specific needs.
Designations & Certifications
Chartered Financial Consultant® (ChFC®)
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Awards and Recognition
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- National Association of Insurance and Financial Advisors Quality Award (2011-2014)
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- Award recognizing commitment to excellence in service to clients and industry
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- National Quality Award (1986-1987, 1991, 2002, 2007-2010)
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- Award recognizing persistency and performance
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- National Sales Achievement Award (1984-1987, 1991, 2009)
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- Award recognizing performance
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- National Association of Insurance and Financial Advisors Quality Award (2011-2014)
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Areas of Expertise
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Life Insurance Strategies
Disability Planning
Education Planning & Funding
Estate Planning
Education
University of Southampton - Business (Bachelor's Degree - BA/BS)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
