Valerie L. Adelman,  CFP<sup>&reg;</sup> - Financial Advisor

Valerie L. Adelman, CFP®

EA, CDFA

26 South Greeley Avenue
Chappaqua, NY 10514
FINANCIAL ADVISOR'S WEBSITE
(914) 263-6414

General

Valerie Adelman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Chappaqua, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA, EA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Retirement, Life Planning, Startup, Starting a Family, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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