Capital Group l American Funds: Courage! We've been here before.
Summary
Distracting news about the economy, inflation and our financial future inevitably arise. In this webinar, Capital Group l American Funds answers common questions to help you stay aligned with long-term investment goals. Capital Group l American Funds will chart a course for potential investment opportunities ahead and highlight how history can help provide context for today’s challenges. They'll even touch on how “free solo” rock climbing can lend insight into the investing journey!
Speaker
Wealth Management Consultant, Capital Group, home of American Funds
Joe Valencia is a wealth management consultant at Capital Group, home of American Funds, covering Florida, southern Georgia and Alabama. He has 15 years of investment industry experience and has been with Capital Group for seven years. Prior to joining Capital, Joe was a territory specialist at Franklin Templeton Investments covering southern New Jersey and Staten Island. He holds a bachelor’s degree in management information systems from the College of Business at the University of South Florida. He also holds the Certified Investment Management Analyst®, Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor℠, Chartered Financial Consultant® and Chartered Retirement Plans Specialist® designations and is a Certified Financial Planner (CFP®) professional. Joe is based in Clearwater, Fla.