Miromar Lakes, FL Office

Philip Sgariglia is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at LPL Financial since 2018, previously serving five years at CETERA Advisor Networks LLC and over five decades at Financial Servicenter Corp. He is president and owner of Azzurro Financial Corp., a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Joan Valenti is a CFP® with 42 years of industry experience and has been with LPL Financial since 1994. She serves on the advisory board of Northwest Community Bank and is a board member of Connecticut Mutual Holding Company. Valenti also leads Valenti Wealth Management Powered by LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research and technologies.