John Valencia
Wealth Planner at LPL Financial | North Port-Sarasota Area
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John Valencia, in his current role as Wealth Planner and President of the Global Wealth Management Group at LPL Financial, exemplifies a deep commitment to empowering individuals and families to achieve their financial goals. His expertise spans comprehensive financial planning, investment management, and estate planning, allowing him to craft tailored strategies that align with each client’s unique circumstances and aspirations. John’s approach emphasizes not only building wealth but also fostering a mindset of living intentionally—balancing future planning with present enjoyment.
At Global Wealth Management Group, John leads key projects focused on educating clients about the “circle of wealth,” a holistic framework that integrates asset accumulation, preservation, and distribution. He leverages his skills in financial analysis, relationship building, and customer service to develop personalized solutions that address complex financial needs. His proficiency in securities and advisory services through LPL Financial enables him to navigate the nuances of investment strategies, risk management, and compliance, ensuring clients receive sound guidance rooted in industry best practices.
John’s passion for public speaking and sales presentations allows him to effectively communicate complex financial concepts in an engaging manner, fostering trust and understanding. His background in mortgage lending and account management further enhances his ability to provide comprehensive financial advice, covering everything from cash flow management to retirement planning. Ultimately, John Valencia’s dedication to education and client success makes him a trusted partner in helping clients live their best lives—today and tomorrow.
Wealth Planner at LPL Financial in January 2024 to Present
Financial Advisor at Edward Jones in July 2020 to February 2024
Associate at Edward Jones in September 2019 to July 2020
Loan Officer at The Money Store ® in March 2018 to September 2019
Loan Officer at loanDepot in October 2017 to March 2018
Loan Officer at Eagle Home Mortgage in February 2017 to October 2017
Loan Officer at Guaranteed Rate in January 2014 to December 2015
Senior Loan Officer at AmeriSave Mortgage Corporation in January 2008 to December 2013
President of Sales at Simple Buyer in January 1997 to January 2007
Satellite Communications Engineer at Home Shopping Network in January 1990 to February 1997
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National Louis University, Bachelor of Business Administration - BBA, October 1992 to October 1996
ITT Technical Institute-Tampa, Associate's Degree, October 1988 to October 1990
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BYDFi
Adobe Photoshop
Account Management
Data Analysis
Analytical Skills
Financial Analysis
Business Analysis
Advertising
Bilingual-English/Spanish
Casting
Entrepreneurship
Financial Advisor
Presentation Skills
Relationship Building
Mortgage Lending
Organization Skills
Loans
Financial Services
Customer Service
Sales Presentations
Public Speaking
Spanish Spesking
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Discover more about LPL FinancialWhat is John Valencia email address?
Email John Valencia at [email protected], [email protected] and [email protected]. This email is the most updated John Valencia's email found in 2026.
What is John Valencia phone number?
John Valencia phone number is 8135239399, 941-251-9684 and 813-260-3829.
How to contact John Valencia?
To contact John Valencia send an email to [email protected], [email protected] or [email protected]. If you want to call John Valencia try calling on 8135239399, 941-251-9684 and 813-260-3829. (updated on April 28, 2025)
What company does John Valencia work for?
John Valencia works for LPL Financial
What is John Valencia's role at LPL Financial?
John Valencia is Wealth Planner
What industry does John Valencia work in?
John Valencia works in the Financial Services industry.
John Valencia Email Addresses
John Valencia Phone Numbers
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