Valerie Leonard Email & Phone Number

My mission is help people be the best they can be and make the most of their financial resources by offering a better and easier way for people to manage their money and time. I offer investment advice, investment management, financial planning, financial advice, 401(k)s, retirement plan consulting, annuities, alternative investments, life insurance, disability insurance, long term care insurance, corporate benefits, budgeting, debt reduction strategies, estate planning, education planning, tax strategies, fiduciary guidance, 401(k) request for proposals, employee education, health insurance, & more!~Accredited Investment Fiduciary® (Fiduciary360)~Certified Plan Fiduciary Advisor (NAPA) ~2024 FORBES TOP WOMEN BEST-IN-STATE WEALTH ADVISOR created by SHOOK Research. Presented in February 2024 based on data gathered from September 2022 to September 2023. 23,245 advisors were considered, 1,991 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. https://bit.ly/48eukx6 for more award information. ~2023 INVESTOPEDIA 100 TOP FINANCIAL ADVISORS, created by Investopedia. Presented in July 2023, based on data gathered in 2023. An undisclosed number of advisors were considered, and 100 were recognized. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit https://bit.ly/44HJ3PM for more award information.~Retirement Advisory Council Member at Commonwealth Financial Network~Retirement Plan Advisory Group Member~Financial Planning Association Member~National Association of Plan Advisors Member~Investment Adviser Representative with Commonwealth Financial Network~FINRA Series 7 & 66 securities registrationsSecurities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org www.sipc.org, a Registered Investment Adviser. The Financial Advisor associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. www.commonwealth.com/termsofuse.html 2279 Valleydale Rd / Ste 210 / Birmingham, AL 35244 / 205.970.9088

Listed skills include Retirement Planning, Financial Advisory, Investments, Wealth Management, and 3 others.