By Allen Giese, CLU®, ChFC®, ChSNC®

As Northstar continues to grow, we remain committed to bringing on exceptional talent. With that in mind, I’m delighted to introduce our newest advisor, Joseph Valerio.

Joseph is a Florida native from Jacksonville. He earned dual degrees in Finance and Financial Planning from the University of North Florida. Joseph is also a CERTIFIED FINANCIAL PLANNER® professional and expects his Enrolled Agent certification within weeks.

After graduation, he moved to Scottsdale, Arizona, to join Vanguard’s Financial Advisor Development Program and went on to serve as a financial advisor on Vanguard’s Personal Advisor platform. He later relocated to Seattle to join a large independent advisory firm, specializing in guiding city employees and tech professionals through retirement planning and achieving their financial goals.

We’re thrilled to have Joseph join Northstar with the same dedication and client-focused mission. Please join us in welcoming him to our team!