Justine Perdomo
Valent Wealth
Bethesda, Maryland
Contact
How to contact
justine.perdomo@valentwealth.com
Professional Profile
Call Me When
Business Value’s growth should transition to a tax-free environment. Cash Flow improvements would have an impact. Estate planning & multi-generational wealth transfer should be designed.
Professions
Consultant
Insurance
Wealth Manager
Functional Expertise
Cash flow enhancements
Employee benefits
ESOPs
Estate planning
Family business
Fiduciary
Finance
Investments
Retirement
Risk management
Exit/Transition Planning
Business Focus
What problem do you see over and over again with your clients, that if you could solve it, would make an impact? Let's speak for 15 minutes and see if there are strategic partners that can help.
Professional Certification
RICP ®, CEPA ®, CExP®
Transition Planning Certification or Methodology
CEPA ®, CExP®
Client Industries
Business Services
Financial Services
Real Estate/Construction
Retail
Software/Internet
Advisor Resource Relationships
B2B CFO
EPI
The Value Builder System
Capitaliz
BizEquity
Chapter information
Membership
New York + Tri-State Individual
Member since
Member for 11 months
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