Broker Check

Associates

Charles Valenzuela, CFP®

President

203.894.1233

203-894-9762

[email protected]

Charles Valenzuela is the president of PDI Financial Group, Inc. He is a graduate of Southern Methodist University from which he holds a Bachelor of Arts degree. Mr. Valenzuela has been affiliated with Pension Designs, Inc. since 1968 and PDI Financial Group, Inc. since its inception in 1999. His vast experience provides corporate clients with the benefit of his expertise in the area of retirement, insurance, investment and estate planning. He holds a (CFP®) CERTIFIED FINANCIAL PLANNER™  designation as awarded by the CFP® Board of Standards.

Charles is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC

Michele Mirto Valenzuela M.S.

Executive Vice-President

203-894-1132

203-894-9762

[email protected]

Michele Mirto Valenzuela* is the executive vice-president of PDI Financial Group. Inc. She holds a B.S. from SUNY at Stony Brook and an M.S. from the University of Bridgeport. As a group account executive working with large employers for a major insurance carrier, as well as a vice-president for an employee benefits consulting firm, Ms. Mirto Valenzuela’s experience has provided her with a comprehensive view of the employee benefits arena. Her group insurance experience enables her to provide consulting services to PDI Financial Group, Inc. employer clients of all sizes.

 

*Michele Mirto Valenzuela is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Michele is no way related to Cetera Advisor Networks LLC or its registered representatives.