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

Valerie L. Adelman, CFP®

EA, CDFA

Financial Asset Management Corporation

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 Financial Asset Management Corporation 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

More

Helpful Financial Planning Resources