Farmington, CT — April 11, 2025 – Joan Valenti, CFP®, an independent LPL Financial advisor in Farmington, CT, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for her track record of success in the financial services industry. Valenti, Founder of Valenti Wealth Management was recognized as the No. 77 advisor in Connecticut.
The annual list is compiled by Forbes with insights from SHOOK Research. Advisors are selected based on quantitative and qualitative data, and are assessed on a variety of criteria, including interviews, years of experience, compliance records and assets under management*.
“We extend our heartfelt congratulations to Joan Valenti for the well-deserved recognition from Forbes,” said Julian Lopez, LPL’s executive vice president of Independent Advisor Services Relationship Management. “This award highlights her dedicated efforts in guiding her clients towards financial success, while helping them add inspiration and meaning to their lives and legacies. LPL is steadfast in our support of ambitious advisors like Joan equipping them with sophisticated investment solutions, advanced technology, and extensive resources to provide unparalleled service and experiences for their clients.”
Joan has over 30 years of experience in the financial services industry and has focused on helping individuals, business owners and non-profit organizations make value-based financial decisions aligned with their unique goals and circumstances. She brings deep experience in Retirement and Estate Planning utilizing a broad range of non-proprietary investment and insurance products and strictly adheres to the CERTIFIED FINANCIAL PLANNER™ Code of Ethics across all aspects of her business.
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About Valenti Wealth Management
Valenti Wealth Management was founded on the principles of integrity, independence, and transparency. Our founder, Joan Valenti, became registered with FINRA in 1982. She has established Valenti Wealth Management seeking to ensure her clients benefit from the confidence and clarity that comes with knowing their best interests are at the core of every decision made.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
LPL Financial, Forbes, SHOOK Research and Valenti Wealth Management are all separate entities.
This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither LPL Financial nor the advisors pay a fee to Forbes in exchange for inclusion in the Best-in-State Wealth Advisors list.
We routinely disclose information that may be important to shareholders in the “Investor Relations“ or “Press Releases“ section of our website.