Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Carpenter is a Certified Financial Planner™ professional. Valerie is registered as an Investment Advisor Representative with Strategic Financial Planning, Inc. in Plano, TX. Valerie has experience in providing financial planning services to a wide range of clients including individuals, high net worth individuals, and charitable organizations. Valerie has been in the financial services industry since 2021. Prior to joining Strategic Financial Planning, Inc., Valerie worked as a financial advisor at Financial Synergies Wealth Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
08/20/2024 - Present
Strategic Financial Planning, Inc. (PLANO TX)
Active
Inactive
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