Skip to main content
Photo of Claire Valeski
Claire Valeski
Financial Associate

About Claire Valeski

What are your goals and values? What worries keep you up at night? What inspires you? The answers to these questions matter. We will assess your situation and develop a financial strategy designed exclusively for you. Working together, we will accomplish your goals and implement a strategy based on what is important to you. My family and I cherish our time together and enjoy supporting community causes. I understand that life is about those things that bring you joy and doing more with what you have. I am passionate about empowering people to save for retirement and pursue your financial dreams. I have been told that my passion shows in my ability to effectively communicate on all levels. Simplifying a complex concept and bringing new understanding that could change the course of your life is aspiration. My goal is to help you reach a place where you feel like you have enough for yourself – and to be empowered to make a difference in your life or the life of others.