Leverage Traditional Financial Tools with Our Washington Branch
Alpha Omega Wealth’s comprehensive approach to private wealth management has enabled our team of associates and entrepreneurs to expand their endeavors from the Silver State to Washington. There, our team focuses on teaching clients how to build private banking systems as a firm foundation for growing and protecting their current assets while accumulating wealth.
Meet Valerie LaRoque, Our Regional Director
Valerie LaRoque works on the Alpha Omega team as both Regional Director and a financial advisor. As a professional and entrepreneur in the restaurant and financial industries, Valerie has a natural affinity for our holistic approach to financial advice and education. When you work with Valerie, rest assured that she will not overlook any aspect of your financial needs, goals, or concerns.
A natural affinity for Infinite Banking
Since getting her introduction to the Infinite Banking Concept, Valerie has discovered a passion for helping clients and their families build stable, long-lasting financial legacies. When working with her clients one-on-one, she evaluates their financial situation through a variety of lenses to ensure the financial future of their family, their ability to earn income, and their ability to grow wealth is maintained.
While Valerie’s passion is ignited by the opportunity to educate clients and members of the community (especially business owners) on the power of Infinite Banking, helping her clients succeed is fundamental Valerie’s mission at Alpha Omega Wealth.
As a financial planning professional and entrepreneur with a family herself, Valerie, like many of our associates, knows firsthand what our privatized banking strategy can do for entrepreneurs and their families.
Valerie’s passion for finance and entrepreneurship has shaped her career. In 2000, she graduated with a degree in Business Administration from the University of Washington. Shortly after, she became an entrepreneur, owning two different restaurants in Seattle where she honed her ability to build relationships and deliver high-quality service to her clients.
Like many of our financial planners, Valerie believes in service and giving back to the community, both professionally and philanthropically. In addition to holding memberships with NAIFA and ALPFA, Valerie is also active in her local church, where she volunteers as part of their financial coaching team.
Build Personal Wealth with a Team Invested in Your Success
At Alpha Omega Wealth, we specialize in helping clients develop their private banking systems as the foundation the growth and accumulation of their wealth. To get started, contact Valerie and the Washington team today.