How mutual funds work: Answers to 8 common questions
This webinar covers the basics of how mutual funds works and addresses common investor questions: how is a mutual fund different from individual stocks and bonds? How do I know which mutual funds are right for me? How do I choose a mutual fund?
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.