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portrait of Valerie M Steckler
FINANCIAL ADVISOR

Valerie M Steckler

CFP®
4806 N John Stockbauer, Suite 400, Victoria, TX 77904opens in a new window
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About Valerie

Trustworthiness, Transparency, and Client-Centric Advice are three qualities I plan to deliver to my clients as a financial advisor. I believe these attributes must always be top of mind in order to foster long-term relationships and deliver true value.

As a CERTIFIED FINANCIAL PLANNER™ professional, I focus on comprehensive financial planning for individuals, families and business owners. My approach starts with sitting down and helping clients determine their lifetime goals and building personalized strategies that tailor to their needs, wants and wishes. Collaborating and serving as a sounding board for my clients allows me to continue to address a broad...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Texas-AustinBachelor of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Music

Team Members

  • Celynn Gonzales
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Phone

(361) 465-4762

Fax

(844) 770-9027

Office Address

4806 N John Stockbauer
Suite 400
Victoria, TX 77904opens in a new window

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