Sally Valentin *
Sally Valentin *
Sally Valentin *
Sally Valentin *
Biography
Sally Valentin is a Senior Associate of the Client Service Group at Strategic Financial. She supports the financial planners and has over 20 years with the firm in serving our clients. Sally is actively involved in fielding and processing client requests while assisting our financial advisors with client communication, account servicing, and generating financial reports for client reviews.
Her passion is gathering information from our clients to ensure their reports and financial plans are complete and up to date for review meetings and ongoing discussions. She thrives having a lot to do and working independently to get everything done for our clients.
Sally is a self-described “big nerd” and enjoys traveling, reading and visiting historical sites in addition to taking regular walks and Zumba! She loves spending time with her kids and was so proud to welcome her first grandchild in July 2024.
Contact Sally about your financial report updates, information needed for upcoming portfolio review meetings (such as paystubs, tax returns, and brokerage statements), and accessing our financial planning tools.
Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
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