Jose Maria Valenzuela

Cpr Investments INC

15 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Cpr Investments INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

1,305 clients

Average Client Portfolio

$163K average

Assets Under Management

$213.3M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

Davie, FL

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History

Regulatory History (1)

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Customer Dispute

February 2012

Settled

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Other Business ActivitiesSells Insurance

Jose is an insurance agent with Valenzuela Financial Management Group since 1993, dedicating about half of his time to this practice. He is also involved with 123COLLEGE.COM, JAD INC, and MY FINANCIAL PLAN, spending time on financial services, insurance/investment advisory, and college financial planning.

Employment History

Current Registrations

Cpr Investments INC

October 2017 - Present · 8 yrs 4 mos

Previous Registrations

Mid Atlantic Financial Management, INC.

August 2014 - October 2017 · 3 yrs 2 mos

Hbw Advisory Services LLC

July 2010 - July 2014 · 4 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.