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MEMBER PROFILE

 

Justine Perdomo

Valent Wealth

 

Member profile details

Membership level
Tri-State Individual
First name
Justine
Last name
Perdomo
Title
Financial Advisor
Company
Valent Wealth
XPX Chapter Email Lists
  • New Jersey News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
Bethesda
State
Maryland
 

PROFILE INFORMATION

Call me when
Business Value’s growth should transition to a tax-free environment. Cash Flow improvements would have an impact. Estate planning & multi-generational wealth transfer should be designed.
Profession
  • Consultant
  • Insurance
  • Wealth Manager
Functional Expertise
  • Cash flow enhancements
  • Employee benefits
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Retirement
  • Risk management
Client Industry(ies)
  • Business Services
  • Financial Services
  • Real Estate/Construction
  • Retail
  • Software/Internet
Professional Certification(s)
RICP ®, CEPA ®, CExP®
Transition Planning Certification or Methodology
CEPA ®, CExP®
In Business Since
2004
Business Focus
What problem do you see over and over again with your clients, that if you could solve it, would make an impact? Let's speak for 15 minutes and see if there are strategic partners that can help.
Advisor Resource Relationships
  • B2B CFO
  • BizEquity
  • Capitaliz
  • EPI
  • The Value Builder System
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