Joseph Valerio, CFP®

Lead Advisor

As a Lead Advisor, Joseph coordinates comprehensive financial plans and serves as a resource for clients navigating tax strategies, cash flow planning, estate considerations, and insurance recommendations. He enjoys his role in creating financial clarity so clients can focus on what matters most to them.

Before he joined Northstar Financial Planners, Joseph worked at Fidelity Investments, Vanguard, and Merriman Wealth Management. His most rewarding moment has been helping a client achieve over $80,000 in student debt forgiveness, enabling her to retire early with more peace of mind.

Joseph has earned the CERTIFIED FINANCIAL PLANNER® certification. He also holds two Bachelors of Business Administration—in Finance and Financial Planning—from the University of North Florida.

Fun Facts

A resident of Fort Lauderdale, Joseph enjoys running, hiking, and reading.
His favorite book is The Alchemist by Paulo Coelho.
He is an Eagle Scout, the highest rank in the Boy Scouts of America.
He is a proud cat parent to Leo.

Education, Certifications, and Memberships

CERTIFIED FINANCIAL PLANNER® certification, CFP Board
Bachelors of Business Administration in Finance and Financial Planning, University of North Florida
Member, South Florida Financial Planning Association