Our Staff

 

 

 

Larry has been helping his clients meet their financial planning goals for the past 27 years. He has been licensed in insurance and registered for investments since 1984.  He attended the University of Minnesota, School of Business. He became a Certified Financial Planner (CFP) through the College of Financial Planning in Denver, Colorado in 1989 and a Chartered Financial Consultant (ChFC) through the American College in Bryn Mawr, Pennsylvania in 1995. Larry is an Investment Advisor Representative of Woodbury Financial Services. 

Larry@Valtinsonfinancial.com

 

Larry Valtinson, ChFC
Certified Financial Planner

Carrie Anton has a Series 7 license and handles our stock trading. She helps with researching fund performance.  carrie@valtinsonfinancial.com

 

 

Julie Irving comes from a legal background. She answers phones, processes all account applications and is the contact for client services.

julie@valtinsonfinancial.com

 

 

Debbie Kordiak has a Series 6 license.  She handles our meeting and net worth preparation and also provides client service.

debbie@valtinsonfinancial.com

 

 
 
Matt Sobieski is a CPA and has a broad range of experience providing tax and accounting services to businesses and individual clients. Matt began his career working for a large public accounting firm but decided he preferred small firms where he can give more personal attention to clients.
 
                                                                                                   
 

 

 

 

Terri Metcalf assists with tax-related issues. She handles payroll and employment taxes for our clients.

terri@valtinsonfinancial.com

terri@valtinsontax.com

 

  
   

 

 

 


2451 15th Street NW, Ste. A
New Brighton,  MN 55112
Tel: 651-628-9832   Fax: 651-633-6566
E-mail: Larry@valtinsonfinancial.com
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.
P.O. Box 64284, St. Paul, MN 55164 Phone: 800-800-2638. Member FINRA, SIPC, and Registered Investment Advisor.  Valtinson Financial and Woodbury Financial Services, Inc. are not affiliated entities.