CPWA^® certification boosts advisor’s qualifications
 

HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s No. 1 credit union investment program,¹ is pleased to announce the promotion of Justin Valadez from financial advisor to wealth advisor. Valadez has more than a dozen years of experience in the financial services industry, nearly eight of those years are with the firm. He assists a diverse range of clients — many of whom are federal government employees and retirees — with a variety of financial needs including pension planning, workplace retirement programs, investment management, retirement income and Social Security planning.

“Justin serves our clients leveraging the most contemporary tools, resources and education in order to effectively support their financial planning needs,” said Kevin Fisher, president and CEO of NWFA. “That and his exceptional dedication and commitment to their financial well-being has earned him this promotion.”

Valadez recently earned his Certified Private Wealth Advisor^® (CPWA^®) certification from the Investments & Wealth Institute^® through the Yale School of Management. This advanced education and professional certification offers advisors the breadth of specialized skills required to meet the complex needs of high-net-worth clients. He also holds a bachelor’s degree in economics and an associate degree in business administration from George Mason University.

"I am excited about this step in my career, and especially, to have earned the CPWA^® certification which provided me with holistic, full-cycle wealth management proficiency and requires that I meet rigorous continued education and ethical standards. While I am happy to recognize my professional accomplishments, my focus remains on the challenges ahead and working with my clients to accomplish their goals," said Valadez.

Valadez is available for appointments in the firm’s Herndon and Arlington, Virginia offices, or virtually, and can be reached at jvaladez@nwfllc.com.

About Northwest Financial Advisors

Serving individuals and businesses across the nation for a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union (NWFCU). The firm offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals and families work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and the firm’s securities custodian, ranked NWFA the No. 1 investment program among its credit union programs and the No. 6 investment program among its bank and credit union programs combined in 2022.*  Visit www.nwfllc.com for more information. 
 

¹Rankings based on overall production among all LPL Financial FIS advisors, 2007 through March 31, 2022.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union (NWFCU) is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors and may also be employees of NWFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NWFCU or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency  /  Not Credit Union Guaranteed  /  Not Credit Union  /  Deposits or Obligations  /  May Lose Value