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Synergy Wealth Alliance
At Synergy Wealth Alliance, we take the time to get truly get to know our clients. Not only do we genuinely enjoy spending time with them and their families, but it helps us understand the motivations behind their financial goals. Because we know them so well, we’re able to offer a sophisticated, customized financial strategy that best fits their needs.
Our clients know they can rely on us to guide them through their years of creating and preserving wealth, through their retirement years and to help them plan the legacy you want to leave. If you’re considering becoming a client, understand that we’ll want to spend some time with you. You can expect ongoing periodic reviews to track your progress toward achieving your financial goals. We meet with our clients to review their plan at least quarterly, as well as at our many client appreciation events.
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|Connect on LinkedIn||https://www.linkedin.com/in/michael-valdez-5107a6/|
Michael has served clients financial services concerns since 1983 and currently serves as a Managing Partner at Fautores Family Offices. Michael is a Certified Financial Planner Certificant™, an Accredited Investment Fiduciary™, a Chartered Life Underwriter, a Registered Employee Benefits Consultant, BEI Certified Exit Planner™, and a Certified Succession Planner™. Michael started in the financial services industry with the Equitable of Iowa, within the life insurance and mutual fund distribution channel. He then became a Group Representative at Allmerica Financial in the Corporate Health and Welfare Plans distribution channel. Michael served as Executive Director for Corporate Benefits at Davis Baldwin Risk Management Services, and he has also been a Partner at Florida Retirement Consultants and Triangulum Financial Partners. Michael earned his B.A. in Education in 1976 from the University of South Florida.