John Valencia in

John Valencia

Judge · DISC type Dc
Wealth Planner at LPL Financial
📍 North Port-Sarasota Area, United States

John Valencia is the President of Global Wealth Management Group, an affiliate of LPL Financial, where he focuses on guiding individuals and families toward financial freedom. He holds a Bachelor of Business Administration and is certified with Series 7 and Series 66 licenses.

Originally from Colombia, John is a proud immigrant with a passion for helping people from all backgrounds. He is fluent in both English and Spanish, using his language skills to serve a diverse client base. He has been married to his wife, Kimberly, for over two decades.

Unique fact: John is passionate about educating others on the "circle of wealth" to help them achieve their financial goals.

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Experience
33 Years
Current Role
Wealth Planner
Location
North Port-Sarasota Area, United States
Personality Overview

How John shows up

Fast But Wary
Quality Focused
Generally Skeptic

They are not focused on building rapport and relationships. More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same.

Priorities

Topics John cares about

Financial Education
He is passionate about guiding and educating people on their journey to financial freedom and teaching the "circle of wealth. "
Women's Finance
He recently shared content highlighting that women are projected to control up to $30 trillion in financial assets over the next decade.
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Career

Work history

1-2024
Wealth Planner
LPL Financial
7-2020 - 2-2024
Financial Advisor
Edward Jones
9-2019 - 7-2020
Associate
Edward Jones
3-2018 - 9-2019
Loan Officer
The Money Store ®
10-2017 - 3-2018
Loan Officer
loanDepot
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1-1992 - 1-1996
Bachelor of Business Administration - BBA
National Louis University
1988 - 1990
Associate's Degree
ITT Technical Institute-Tampa
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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