Valerie Escobar, Cfp® Email & Phone Number

As a Senior Wealth Advisor, I have been serving as a trusted thought partner for families and individuals for over nine years, helping them set and meet their financial goals with innovative ideas and unique solutions. With over fourteen years of experience in financial services and a CFP® certification, I have the skills and knowledge to address the complex and diverse needs of my clients, whether they are pre-retirement, retired, or business owners.My specialties include executive compensation planning, developing strategies to reduce tax burden, and estate planning for generational wealth. I am passionate about advocating for women to put themselves first and empowering them to take part in the money conversation. I enjoy making the complex easy to understand and sharing insights and tips on various financial topics. My mission is to help my clients achieve their goals and live their best lives.