| With more than 20 years of experience in financial services, Val has extensive knowledge in domestic and international distribution of mutual funds, annuities, and investment contracts. His current mandates are education on Social Security, Medicare, and college planning.
Val has Series 6, 7, 24, 63, Life & Health licenses and holds the following designations: Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Retirement Income Certified Professional (RICP®) from The American College. Val earned his bachelor’s degree in marketing from the University of Massachusetts at Dartmouth and his MBA from the University of Massachusetts Boston.
Val is a former member of the Polish National Olympic Basketball Team, when he defected to the U.S. while on a basketball tour in the U.S. He also is an all‐time leading scorer at UMass Dartmouth with 2,201 points. He has been inducted into the Hall of Fames at UMass Dartmouth and The Little East Conference. |