Valorie P. Gast
CA Insurance License #0H20822 Financial Advisor | Retirement Planning Specialist
Valorie joined Equitable as an Advisor in 1985. She is a co-founder and partner of Partners in Planning. Her primary focus is individual retirement planning, assisting individuals in building their assets, and long term care insurance. She holds FINRA Registrations Series 63, 65, 7, as well as Wisconsin Life and Health licenses. She serves on the Women's Advisory Council for Equitable Advisors and has for over 20 years. She is a member of Equitable Advisors Hall of Fame. She 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.
Val enjoys traveling, deer hunting, and spending time with her family. She lives in the Wausau area with her husband.
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.