What does financial success look like to you?
I define financial success by the amount of freedom and joy I can fit into my life. By this definition, my ultimate goal is not retirement but to fully appreciate each phase of life and excitement for the next.
What is your favorite part about your role?
The human connections I get to make with our clients. My second favorite is problem solving (I can be a bit of a nerd sometimes!).
What is your favorite movie?
My favorite movie is The Fifth Element. It’s as cheesy as a cheesy-blockbuster can get but I love it! My brother and I would watch it all the time and quote it or reenact scenes from it.
What three items would you bring to a desert island?
Swiss army knife, socks, sunblock.
Bio
Valerie Esteban is an Investment Advisor Representative with Lincoln Financial Advisors. Mrs. Esteban began her career with Lincoln as a Para-Planner. In this role she provided support to over 30 Financial Planners that comprise Lincoln’s California Fringe Benefit division in the Southern California region focusing on institutional and individual retirement planning. During this time, she learned the dynamic process of creating blue prints for wealth accumulation, distribution, and asset transfer. Valerie works with retirees, executives, and families to help secure a successful financial future by, first, getting a deep understanding of each client’s immediate and long-term goals, and then designing uniquely tailored solutions. Her philosophy is to take a comprehensive approach to financial planning and leveraging her team to cover retirement planning, estate planning strategies, and wealth management. “My objective is to help our clients identify financial blind spots and then be a catalyst for action! What is most gratifying is that the long term relationships we build with our clients allow me to see the sustained impact we have on our clients’ lives.”
Valerie graduated Magna Cum Laude from California State University Fullerton where she earned her B.A. in Business Administration with a concentration in Financial Planning. She is passionate about empowering her community through financial literacy. She has volunteered at a youth summer camp teaching high school students about financial independence. With a lifelong commitment to education, Valerie has earned the professional certification of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and Chartered Retirement Planning Counselor℠ (CRPC®) designations from the College for Financial Planning®.
Valerie lives in Anaheim with her husband Mike, and their daughters Avery and Mila. They enjoy spending time at home cooking and more recently have developed an affinity for building their own furniture. They also share a joy for basketball, hiking, and family.