Valerie Swan, CFP, Financial Advisor

Ms. Swan, is a CERTIFIED FINANCIAL PLANNER™ practitioner providing comprehensive financial planning and investment services, and has been with Allegheny since 1983. She specializes in helping individuals clearly identify their financial goals and assists them with wealth accumulation and preservation, with particular focus on portfolio management and tax planning. Her services include pre- and post-retirement planning, as well as advice and help with pension rollovers, IRA distributions, and estate transfer.

Professional Certification

  • 01

    CFP® Practitioner, Certified Financial Planner Board of Standards
  • 02

    Licensed securities representative
  • 03

    Licensed investment advisor representative

Professional Activities

  • 01

    Member, Pittsburgh Chapter, Financial Planning Association