Valerie Kaiser is the co-founder and partner of EldenStreet Financial, specializing in financial, business and estate planning. She has more than 22 years of experience in financial planning, implementation and service, working with families and business owners who seek a realistic approach to wealth accumulation and reduced investment risk with better coordination of personal and business assets; all to potentially enhance retirement security and improve family wealth transfers.
She holds the CERTIFIED FINANCIAL PLANNER™ professional designation and is both an Investment Advisor Representative (IAR) with Eagle Strategies LLC, a Registered Investment Advisor, and a Registered Representative with NYLIFE Securities LLC. She currently holds FINRA Series 7, 63 and 65.
Valerie is a graduate of The College of William and Mary with a B.B.A degree in business management with a minor in mathematics. Presently, she is actively involved in the community through her work for several organizations and memberships including executive board member of the Dulles Regional Chamber of Commerce; board member for Turning Point Suffragist Memorial Association; she is a member of the Women in Business Initiative (WIBI) Advisory Board sponsored by the George Mason University School of Business as well as the Loudoun Commission on Women and Girls board.
Valerie and her husband, Bruce, reside in Sterling, Virginia, where they enjoy being with their large family of five children, a daughter-in-law, son-in-law and five grandchildren.
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