valerie schwait
founder and owner
About
Owner of Senior Resource Advisors
united states
seal beach
financial services
retirement planning, small business, estate planning, insurance, strategic financial planning, fixed annuities, public speaking, iras, retirement, strategic planning, life insurance, marketing, financial advisory, wealth accumulation, long term care insurance, team building, health insurance, finance, financial planners, wealth
Experience
director provider relations
caremore medical group
provider relations specialist
ahi
founder and owner
senior resource advisors
I specialize in risk free Retirement Planning for folks between the ages of 45-80. I have built my business by maintaining long term relationships with my clients. Due to establishing trust with clients and using ethics in the way I conduct business, my clients continue to refer their friends and family members to me for which I am extremely grateful. A referral is the greatest compliment a client can give me.
Education
penn sate university
penn sate university
penn sate university
liberal arts
penn state university
liberal arts
valerie schwait's Contact Information
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