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Our financial advice team


Erik Valenza, Financial Advisor serving the Rockford, IL area - Ameriprise Advisors

Erik Valenza

Financial Advisor

Capital Wealth Advisory Group
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving

Education

  • Bachelors in Marketing from Western Illinois University

Awards & recognition

  • Capital Wealth Advisory Group, Ameriprise Client Experience Award, 2022, 2023
  • Capital Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer for Northern IL Food Bank

Interests

My personal interests include being outdoors, meeting new people, health, fitness and following professional sports.