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Valorie P. Gast
Financial Advisor
Retirement Planning Specialist
Valorie P. Gast has lived in the Wausau area with her husband and two children since 1985. She is actively involved with the Wausau Downtown Airport serving on several committees promoting events in the area. She is currently the representative for the National Association of Female Executives (NAFE) for the Wisconsin Branch of Equitable Advisors, as well as being a member of the Wausau Area Chamber of Commerce. Valorie has been with that organization since 1985. Her primary focus is individual retirement planning, assisting individuals build their assets and individual or group health plans, including Long Term Care insurance. She holds FINRA Registrations Series 63, 65 and 7, as well as Wisconsin Life and Health licenses. She has worked as a District Assistant, training new associates coming into the financial services business. In 2004 she obtained the Long Term Care Professional designation through the American College. Health and Long Term Care policies are issued by third party carriers and available through Equitable Network, LLC.
Valorie has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning. Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0H20822
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Partners in Planning, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.
