Meet Five Star Wealth Manager , an award-winning wealth manager in Farmington, CT.

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Connecticut Five Star award winners
PROFESSIONAL PROFILE
                            
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Valenti Wealth Management
3 Forest Park Drive
Farmington, CT 06032
Office: 860-677-7790
joan.valenti@valentiwealthmanagement.com
www.valentiwealthmanagement.com
Professional ApproachValenti Wealth Management, LLC has provided tailored financial guidance for investors since 1982. Founded by Joan Valenti, the firm’s team of CERTIFIED FINANCIAL PLANNERS®, including Francois Marquis, CFP® and Lisa Morris, CFP®, specializes in helping clients pursue retirement goals and distribute assets tax-efficiently.
Joan M. Valenti, CFP®Founder, Valenti Wealth Management/Senior Financial Consultant, LPL FinancialPhone: 860-677-7790

Valenti Wealth Management, LLC has provided tailored nancial guidance for investors since 1982. Founded by Joan Valenti, the rm’s team of CERTIFIED FINANCIAL PLANNERS®, including Francois Marquis, CFP® and Lisa Morris, CFP®, specializes in helping clients pursue retirement goals and distribute assets tax-efficiently.

Joan Valenti is a CERTIFIED FINANCIAL PLANNER™ professional. For over 30 years she has focused on helping individuals, business owners and non-profit organizations make value-based financial decisions aligned with their unique goals and circumstances. She brings deep experience in Retirement and Estate Planning Strategies, utilizing a broad range of non-proprietary investment and insurance products and strictly adheres to the CERTIFIED FINANCIAL PLANNER™ mark Code of Ethics across all aspects of her business.

Dedicated to providing independent financial advice, Joan specializes in helping her clients work towards their retirement goals and manage the distribution of their assets in a tax efficient manner. As a wealth manager, she designs comprehensive investment strategies to help clients pursue their retirement goals while creating a plan for the preservation of their wealth from generation to generation. Joan is adept in both the wealth accumulation and income distribution phases of retirement and regularly teaches classes on retirement planning and hosts semi-annual education seminars.

Joan received her Bachelor of Science degree in Finance from Baldwin-Wallace College and obtained her CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning. She holds her insurance license and FINRA registrations 7, 63, 24, and 65 through LPL Financial. She is also an LPL investment advisor representative at LPL Financial, one of the nation’s leading diversified financial services companies and the largest independent broker/dealer supporting more than 29,000 financial advisors nationwide.*

Active in her community, Joan is a member of the Retirement Board of Directors for the Town of Farmington and the Advisory Board of Northwest Community Bank. She previously served on the Farmington Food Pantry Board of Directors and is still an active volunteer. Joan also is a Past President of Rotary and a Paul Harris Fellow of Rotary.

*per LPL Inaugural Advisor Growth Study 2025
Francois Marquis, MBA, CFP®VP, Valenti Wealth Management/Senior Financial Consultant, LPL FinancialPhone: 860-677-7790

Fran joined Valenti Wealth Management in 2013. His focus is on helping affluent clients construct their customized portfolios, utilizing his experience and knowledge to help them analyze each of their needs as they seek their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation, awarded by the Certified Financial Planner Board of Standards, Inc. By evaluating client needs and assessing economic conditions and trends, Fran offers personalized service and customized plans for retirement saving, estate planning strategies and wealth management services. Fran holds his Series 7 & 66 registrations through LPL Financial and also an insurance license. He started in the financial services industry in 2000 and prior to joining the firm, he was with Merrill Lynch.

Fran received his Bachelor’s degree in Business Administration from Lake Forest College in Lake Forest, IL. He earned his MBA from Pennsylvania State University. He lives in Simsbury, CT with his wife and two sons. Fran’s life-long hobby has been hockey, which he played professionally in Switzerland.
 
Lisa Morris, CFPVP, Valenti Wealth Management/Senior Financial Consultant, LPL FinancialPhone: 860-677-7790

Lisa Morris joined Valenti Wealth Management in 2000. She provides an array of financial planning services to our clients along with assisting with compliance and regulatory matters. Since each person’s needs are different, Lisa works closely with our clients to identify and prioritize their goals and tailor a strategy to help work towards their objectives.

Lisa is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a LPL Registered Representative where her Series 7, 63, 66 and 24 registrations are held. She also holds an insurance license. This enables her to work closely with our clients as we develop, monitor and update their financial plans and prepare information for client reviews.

She received her Bachelor’s degree from the University of Connecticut. Lisa is also a Notary Public.*

*Notary services are not provided through LPL Financial.
 
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                        This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/01/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3641 Connecticut-area wealth managers were considered for the award; 236 (6 % of candidates) were named 2025 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,710, 282, 8%, 11/1/24, 2/13/24 - 8/30/24;  2023: 3,564, 313, 9%, 11/1/23, 2/13/23 - 8/31/23;  2022: 2950, 290, 10%, 11/1/22, 2/29/22 - 9/2/22; 2021: 3191, 272, 9%, 11/1/21, 2/15/21 - 9/10/21; 2020: 3048, 285, 9%, 11/2/20, 2/17/20 - 9/18/20; 2019: 3147, 289, 9%, 11/1/19, 2/18/19 - 9/27/19; 2018: 3178, 293, 9%, 11/1/18, 2/15/18 - 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 - 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 - 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 - 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 - 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 - 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 - 9/10/11. 
                    
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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 – 2025 Five Star Wealth Managers.
Securities and advisory services off ered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
 
        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.