Joanna E. Valentini

Chief Financial Officer at New England Professional Planning Group, Inc.

Joanna E. Valentini

Joanna E. Valentini

Chief Financial Officer at New England Professional Planning Group, Inc.

Overview
Career Highlights

New England Professional Planning Group, Inc.

RelSci Relationships

18

Relationships
RelSci Relationships are individuals Joanna E. Valentini likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Chief Financial Officer at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Founder at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Member, Advisory Team at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Member, Advisory Team at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Compliance Officer at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Former Member, Advisory Team at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Average

Professional at New England Professional Planning Group, Inc.

Relationship likelihood: Average

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Joanna E. Valentini
Chief Financial Officer at New England Professional Planning Group, Inc.
Career History
Chief Financial Officer
Current

Professional Planning Group provides comprehensive wealth management services to individuals, families, businesses, foundations and endowments. Its services include investment planning, retirement planning, estate conservation, college funding, risk management, and tax management. The company was founded by Malcolm A. Makin in 1976 and is headquartered in Westerly, RI.

Other Affiliations

Joanna E. Valentini is affiliated with New England Professional Planning Group, Inc.

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