Valerie E. Swan, CFP®
Financial Advisor
Phone:
724 774 4411 Ms. Swan, a CERTIFIED FINANCIAL PLANNER™, has provided comprehensive financial planning and investment services since 1987. She specializes in helping individuals clearly identify their financial goals and assists them with wealth accumulation and preservation, with particular focus on portfolio management and tax planning. Her services include pre- and post-retirement planning, education planning, and insurance, as well as advice and help with pension rollovers, IRA distributions, and estate transfer.
Professional Certification
- CFP Practitioner, Certified Financial Planner Board of Standards
- Licensed securities representative
- Licensed investment advisor representative
- Licensed insurance representative
Professional Activities
- Member, Advisory Committee, Allegheny Investments, Ltd.
- Member, Pittsburgh Chapter, Financial Planning Association