on October 13, 2014
“If the plan doesn’t work, change the plan, but never change the goal.” -unknown
Valerie Downs works in the Financial Planning department at WealthEdge, primarily focusing on meeting clients’ overall financial planning needs and objectives.
Valerie’s love of numbers and helping people has aided in her serving the needs of affluent individuals since beginning her career in 2008. Prior to joining WealthEdge, Valerie worked in a boutique wealth management services firm in New Jersey. She prides herself on always putting the clients’ needs and goals above all else. Valerie supports the development and implementation of financial plans, which include asset allocation analysis, cash flow and retirement planning, insurance recommendations, and estate planning observations. Having the support of an extensive team of diversified professionals allows Valerie to handle simple to complex cases with exceptional service and total confidence.
Valerie graduated from Rutgers University with a Bachelor’s degree in Finance. She holds her Life and Health Insurance Licenses and is currently studying to become a Certified Financial Planner®. Valerie resides in Passaic County, NJ with her husband and dog. In leisure time, she enjoys reading, crafting, and hiking.