Valerie Kaiser, CFP® in

Valerie Kaiser, CFP®

Balancer · DISC type S
Financial Advisor at Eagle Strategies, LLC
📍 Washington DC-Baltimore Area, United States

Valerie Kaiser is a CERTIFIED FINANCIAL PLANNER™ and co-founder of EldenStreet Financial with over 25 years of experience. Specializing in guiding women, families, and business owners, she focuses on retirement and tax-efficient planning. She holds a Bachelor of Business Administration from William & Mary.

Valerie is passionate about community engagement and has sponsored events for The Shelter House, which supports families in Fairfax and Loudoun Counties. She deeply honors military veterans, an inspiration drawn from her fathers distinguished career as a Naval aviator.

Her father flew over 220 missions over North Vietnam, a testament to courage and resilience that deeply influences her commitment to clients.

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Experience
29 Years
Current Role
Financial Advisor
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Valerie shows up

Process-Oriented
Risk-Averse
Empathetic

They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical. They are willing to make long-term decisions.

Priorities

Topics Valerie cares about

Financial Empowerment
Focuses on helping women, families, and business owners visualize and realize their financial goals through comprehensive planning and advisory services.
Community Support
Actively strengthens her local community by sponsoring and participating in charitable events, such as a golf tournament for The Shelter House.
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Career

Work history

2-2003
Financial Advisor
Eagle Strategies, LLC
2-2003
Financial Services Professional
NYLIFE Securities LLC
8-1996
Co-founder and Partner
EldenStreet Financial
8-1996
Agent
New York Life Insurance Company
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1972 - 1975
B.B.A.
William & Mary
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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