Valerie Turner, CPFA®, is a financial advisor in wealth management and planning services. With over 25 years of experience in the industry, she effectively partners with clients to help them reach their personal financial goals. Valerie offers independent, objective advice to support her clients in making sound financial decisions for the future. Her areas of expertise include financial planning, asset management and retirement planning.
Education
- Bachelor of Science, University of Illinois
Professional Licenses
- Certified Plan Fiduciary Advisor® (CPFA®)
- Financial Industry Regulatory Authority (FINRA) Series: 7, 63, 65
Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.
