Marty Valentic*
Chief Marketing Officer
Marty began his career as a financial services professional following the sale of his business in 2001. His corporate and entrepreneurial experiences allow his clients to gain insightful and valuable advice in their financial decision making processes.
Attention to detail, good listening skills and great empathy are symbols of Marty’s appreciation for his clients. He has effectively created a team that supports him with investing, estate planning, group benefits and insurance. Marty’s teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Marty and his team excel at bringing complex concepts down to easy fundamental conversations regarding business succession, asset transfer, insurance, and investment analysis.
Marty is a registered representative with HTK, and holds his series 7, 63 and 66 securities registrations. His practice caters to physicians, business owners, and executives that are looking for strategic planning more so than product planning.
He resides in Venetia, Pennsylvania with his loving wife Jennifer, and their children Joshua, Nicholas, and Lauren. He is active is his church community, is an avid golfer, and has a passion for Standardbred horses.