Patricia Valentic FPQP™, AIF®, MBA
Patricia “Pattie” Valentic, FPQP™, AIF®, MBA, is a Financial Advisor with SS&G Wealth. An Investment Adviser Representative with Cetera Advisors LLC, Pattie specializes in corporate retirement plans.
As SS&G Wealth’s customer service liaison for corporate retirement plan accounts, she is experienced in a wide range of group and individual plan platforms, including qualified 401K plans, Simple IRA’s, and Solo K’s, and she provides support for Cash Balance pension plans. Pattie works closely with business owners to select and set-up retirement plans, manage enrollments, and provide ongoing support to owners and enrollees to explain results, assist in determining allocations, and keep programs running smoothly.
She is committed to assisting her clients in building for the future. Pattie is passionate about the importance of financial education, particularly in younger workers whom she encourages to adopt a long-term view toward wealth accumulation.
A wife and mother to two adult children, Pattie earned a Bachelor of Science degree and a Masters in Business Administration from The University of Akron. She holds the Series 6 and 65 securities registrations and an Ohio Life/Health/Accident Insurance license. She holds the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning, and the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies.