Northstar Financial Planners, Inc.

Joseph Valerio is a financial advisor at Northstar Financial Planners, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merriman Wealth Management, The Vanguard Group, and FIDELITY Investments. Northstar Financial Planners, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes structured asset-class allocation and customized portfolios tailored to clients’ objectives and risk tolerance, and it offers educational seminars and workshops alongside its advisory services.

Gary Gonzalez is a financial advisor at Northstar Financial Planners, Inc. in Plantation, FL, holding a Series 65 designation with 18 years of industry experience. He has been with Northstar Financial Planners since 2007. Northstar Financial Planners, Inc. offers discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes structured asset-class allocation and customized portfolios, employing both long- and short-term strategies when appropriate, and provides educational seminars and workshops as part of its client services.

Charles Thomas is a financial advisor at Northstar Financial Planners, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Northstar since 2021, following brief roles at Mustard Seed Wealth Management and Bodcaw Bank. Prior to his advisory career, he was a full-time student for ten years. Northstar Financial Planners, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes structured asset-class allocation and customized portfolios tailored to client objectives and risk tolerance, and it offers educational seminars and workshops alongside its advisory services.

Allen Giese is a ChFC® and holds a Series 66 license, with 21 years of experience in the financial industry. He has been with Northstar Financial Planners, Inc. since 2000. Northstar Financial Planners, Inc. offers discretionary portfolio management and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes structured asset-class allocation and customized portfolios tailored to client objectives and risk tolerance, and also provides educational seminars and workshops as part of its service offerings.