Internship Strategies: Early Steps to Career Success 00:10:00
Valerie is a Certified Public Accountant. Valerie specializes in investment management, financial planning and retirement planning for high-net-worth individuals, families and retirees. Her experience includes managing investment portfolios in a tax-effective manner. She also specializes in working with multigenerational families, helping them continue their legacies of planning for their future and managing their wealth successfully from generation to generation.
