Valerie Ann Field
Investment adviser representative at Strategic Financial Planning, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$220.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Financial Planning, Inc.Aug 2022 to now
- Financial Synergies Wealth AdvisorsJun 2021 to Aug 2021
- ChipotleOct 2020 to Jul 2022
- Zoe's KitchenMay 2019 to May 2021
- Texas Tech UniversityAug 2018 to May 2022
- Manchester High SchoolAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Financial Planning, Inc.
$220.6MAssets managed
62Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7967652
- Firm CRD
- 118450