About Me

Valerie Bevan

Valerie works closely with her clients, helping to develop strategies that address their individual needs and objectives. “I listen to the many challenges clients face and work closely, integrating their financial goals with their personal dreams and aspirations. Maintaining harmony and balance in your personal life also requires a plan to have the  flexibility necessary to help meet the unexpected events and opportunities life brings.” Valerie focuses on  helping to develop appropriate asset allocation strategies for wealth accumulation, and strategies to address business succession, retirement planning, estate planning and executive compensation issues.

Valerie is equipped with 28 years of experience in the financial services industry.  She received her Bachelor of Science degree in Business Administration with a concentration in Accounting from CSUS. She continued her post graduate studies in the MBA program at the University of the Pacific. She began her financial services career working for a division of Jardine Matheson and Company. She was quickly recruited into banking as a Branch Manager in Moraga CA, and subsequently moved to a large branch in the Marina District in San Francisco CA. Twenty years ago Valerie decided what she liked most about her business was the personal contact with individuals. Her passion for working with people together with her financial education and experience gave her the opportunity of working as a financial representative in the area of Wealth Accumulation and Preservation - a pursuit that has brought her where she is today. 

Valerie is a native of Sacramento, California. She attended High School at Loretto High. Valerie and her husband Barry Bevan enjoy sailing, scuba diving and skiing with their children and grandchildren.