Valerie has a passion for educating clients and helping them prepare for and take control of their financial futures. Prior to her current position, Valerie spent eight years at The Capital Group Companies, Inc. as an Equity Research Associate. At Capital, she was a key contributor to research coverage across a wide range of industries including technology, chemicals, and agriculture. Prior to Capital, Valerie was a technology investment banker at SG Cowen Securities and Neveric Capital. Valerie is a CFA charter holder and has an MBA from the Haas School of Business at UC Berkeley and a BA in International Relations from Stanford University.