404 253 7694
404 253 7695
My NET WORTHWHILE™ is helping executives design a great life.
Val lives out the principles instilled in her during childhood about the value of hard work and making smart decisions around money. As a planning associate with SignatureFD, Val supports the advisor team by developing personalized financial design solutions for clients. She provides support in the areas of financial risk management, retirement planning, cash flow management, tax planning, and estate planning.
Val spent three years in the financial industry prior to joining SignatureFD, providing corporate executives with comprehensive personal financial planning, investment planning, and tax services. She received a Bachelor of Science in Business Administration and Finance from the University of Florida. Originally from Colombia, Val is fluent in Spanish and proficient in French.