Stuart Valentine

Owner, Impact-Investment Advisor at Centered Wealth - N/A, N/A, US

Stuart Valentine's Colleagues at Centered Wealth

Jina Penn-Tracy

Owner, Impact Investment Advisor and Values-Based Planner

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Annalisa Miller

Executive Assistant

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Clare Andre

Client Services Coordinator

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Annalisa Gold

Executive Assistant

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Drew Schoenfeld

Financial Analyst Internship

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Stuart Valentine's Contact Details

Email (Verified)
***@centered-wealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location
Iowa City, Iowa Area

Company
Centered Wealth

Stuart Valentine's Company Details

Centered Wealth

N/A, N/A, US • 5 - 9 Employees
Financial Services

Centered Wealth incorporates the practices of Values-Based Financial Planning and Socially Responsible, Sustainable, and Impact Investing. When a family, individual, or small-business places their core values at the center of their financial planning and investment choices, there is a clarity and intentionality which we believe drives better planning outcomes. For most of us, knowing we are contributing to a better world enables us to face the ups and downs in the market, and in our own financial circumstances, with greater ease. Thankfully, with advances in ethical Investment options, there is no need to choose between values and investment performance. Ask us about the latest research!Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRBAdvisory Services offered through Vanderbilt Advisory Services, LLCInsurance Services offered through Vanderbilt Insurance and other agenciesClearing Agent: National Financial Services, LLCSupervising Home Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

N/A

Details about Centered Wealth

Frequently Asked Questions about Stuart Valentine

Stuart Valentine currently works for Centered Wealth.

Stuart Valentine's role at Centered Wealth is Owner, Impact-Investment Advisor.

Stuart Valentine's email address is ***@centered-wealth.com. To view Stuart Valentine's full email address, please signup to ConnectPlex.

Stuart Valentine works in the Financial Services industry.

Stuart Valentine's colleagues at Centered Wealth are Jina Penn-Tracy, Annalisa Miller, Anya Gage, Clare Andre, Annalisa Gold, Drew Schoenfeld and others.

Stuart Valentine's phone number is N/A