Valentina arrived to Family Legacy in June of 2021 with a variety of business experience, giving her the ability to relate to many people and work/life scenarios. Over the last fifteen years, she has worked with small businesses on QuickBooks, problem-solving a variety of their business needs and tax preparation for individuals and corporations.

In her early days, she obtained a master’s degree in Counseling at California State University at Fullerton and worked in the field for many years. She also has experience in TV and radio on the air and in advertising, marketing, and promotions.

Out of the office, you can find her spending time with her husband and their beloved Basenji dog. She especially enjoys dance fitness, which she taught for many years; gourmet vegan cooking (though she is not 100% vegetarian); and walking outdoors with her pup. They live downtown and truly enjoy The Park, The River and The Trail as much as possible.

Fun Fact about Valentina: She had a stint as a TV stock report and weather announcer in Bermuda

Favorite Reads: The Four Agreements, Kurt Vonnegut, David Sadaris, Louise Hay


Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.


Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CFP®



Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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