CLIENT SERVICE ASSOCIATE
Valentina strives to make a difference in clients’ lives by making sure she fully understands their needs, and ensuring that no question goes unanswered. If she doesn’t have the answer, she’ll make sure she finds it!
In her day-to-day routine, Valentina supports HFM’s clients in a variety of ways, including helping them move money to and from their accounts and setting up their client portals so they can check their accounts. She also helps the firm’s advisors with onboarding, maintaining compliance documents, ongoing client relations, technical support, and general operations.
A Rowan University alumna, Valentina earned a Bachelor of Science in Finance in 2021. She joined HFM in December 2021.
Valentina comes from a close-knit family, and she values spending time with them. She gets her work ethic and inspiration from her parents. Valentina is an avid reader, and during the summer, her favorite place to be is at the beach.
Fun fact: Valentina loves to bake and cook in her spare time, and can often be found in the kitchen, recreating recipes she’s discovered on Tik Tok.