Valerie Neff Hogan, J.D. Cfp® Email and Phone Number
Valerie Neff Hogan, J.D. Cfp® work email
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Valerie Neff Hogan, J.D. Cfp® personal email
Wealth Advisor – Family Office Practice, J.D., CFP®, Author, Speaker, Attorney- Licensed in California, Registered Patent Attorney I love people and love to use my knowledge and skills to help them win, succeed, and give charitably with the fruits of their success. My experience spans corporate, sole proprietor, and non-profit segments including:National Charitable Foundation and Planned Giving and Major Gifts program design, implementation and operationNational Radio feature co-host "Starting Over Financially", “Wise Women Managing Money” and Published author of "Wise Women Managing Money" released March 1, 2022. Chair and Trustee of 2 Educational Foundation Boards providing oversight and leadership in governance, development and launch of new capital campaigns and strategiesPublic Official Board specialty experience - Negotiation of collective bargaining contracts, hiring of top leadership, budget review and approvalDISCLOSURE: Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. Clearwater Capital Partners is an investment advisory firm located in IL and registered in IL.
Clearwater Capital Partners
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Wealth Advisor - Family Office PracticeClearwater Capital Partners Jun 2024 - PresentHoffman Estates, Il, Us
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Co Managing PartnerNational Christian Foundation Apr 2019 - May 2024Alpharetta, Georgia, Us -
Executive DirectorOrchard Ministry Development Jul 2015 - May 2024
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Legal Services ProfessionalGibbs & Associates Law Firm Oct 2009 - Apr 2019
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Board Trustee - Culver Education FoundationCulver Academies Jun 2012 - Jun 2014Culver, Indiana, Us -
Cpa Board ChairCulver Academies Jun 2010 - Jun 2014Culver, Indiana, UsCPA Board 2010 - 20142012-2013 Co-Chair2013-2014 Chair
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Vice President Foundation- Resource Development ChairLake Park Educational Foundation Oct 2010 - Apr 2014Leadership to the Foundation and Development CommitteeLaunched new Corporate Giving Annual Sponsorship program which doubled corporate giving in the first year.Responsible for events and programs encouraging community giving and participation to the Foundation.
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President - School BoardItasca Public School District 10 Apr 2006 - Mar 2010Elected position leading our local public school district along with six fellow Board members.Executive hiring, budget oversight, curriculum oversight, union negotiation (2 unions) 3 schools, $17M budget, 85 employees, 1000 Students
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Legal InternKaplan 2009 - 2009Fort Lauderdale, Fl, Us -
Legal ExternBell, Boyd & Lloyd 2008 - 2008Us -
Quality Assurance SpecialistUnilever / Unilever Bestfoods Aug 1996 - May 2003Blackfriars, London, Gb-Manged Quality Issue Resolution and Complaint Investigation & Handling for large chain customers.-Managed Testing Lab and Disposition of Inventory for the Division.-Worked in the Regulatory Compliance and Quality Assurance area with Key Customers, Research and Development, and Marketing to trouble shoot technical problems and innovate solutions/improvements.-Researched and reported trends in technical problems and difficulties customers encountered and solution efficacy.-Prepared quality assurance reports for use by senior executives, demonstrating the performance and progress of the Division.-Played key role in cost savings initiatives characterizing problems with products and inventory identifying improvement measures to streamline the business and increase customer satisfaction. -
Quality AssuranceSwagger Foods Aug 1995 - Jul 1996- Held key responsibility in this small food company assuring regulatory compliance.- Researched and developed new seasoning and flavorings for existing and prospective customers.- Performed quality testing on existing and new formulations of products.
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Teaching AssistantLiberty University Aug 1993 - May 1995Lynchburg, Va, Us-Assisted university students in understanding class material and laboratory material and procedures-Assisted professors in teaching and explaining class and lab materials to students -Graded tests and papers for Science Dept: Biology, Chemistry, & Microbiology-Assisted in lab and exam set up
Valerie Neff Hogan, J.D. Cfp® Skills
Valerie Neff Hogan, J.D. Cfp® Education Details
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Columbia Business SchoolVenture Capital Private Equity Program -
Northwestern UniversityCertificate (2016)
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Purdue Global Law SchoolLaw
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Liberty UniversityBiology & Chemistry
Frequently Asked Questions about Valerie Neff Hogan, J.D. Cfp®
What company does Valerie Neff Hogan, J.D. Cfp® work for?
Valerie Neff Hogan, J.D. Cfp® works for Clearwater Capital Partners
What is Valerie Neff Hogan, J.D. Cfp®'s role at the current company?
Valerie Neff Hogan, J.D. Cfp®'s current role is Author, Speaker, Family Office Wealth Advisor: Talks about #wealthstrategy, #generosity, #philanthropy, #familyoffice, #womenandmoney, #moneymanagement, #legacy, #succession, #investing, #businessexit and #widows.
What is Valerie Neff Hogan, J.D. Cfp®'s email address?
Valerie Neff Hogan, J.D. Cfp®'s email address is ho****@****ast.net
What schools did Valerie Neff Hogan, J.D. Cfp® attend?
Valerie Neff Hogan, J.D. Cfp® attended Columbia Business School, Northwestern University, Purdue Global Law School, Liberty University.
What are some of Valerie Neff Hogan, J.D. Cfp®'s interests?
Valerie Neff Hogan, J.D. Cfp® has interest in Poverty Alleviation, Economic Empowerment.
What skills is Valerie Neff Hogan, J.D. Cfp® known for?
Valerie Neff Hogan, J.D. Cfp® has skills like Patents, Intellectual Property, Legal Research, Leadership, Licensing, Contract Negotiation, Research, Strategic Planning, Legal Writing, Litigation, Patent Prosecution, Negotiation.
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