Valerie Doyle, CRPC®, CFP®

Valerie Doyle, CRPC®, CFP®

Regional Vice President - Annuity & Structured Product Division

Florida, Michigan

toll-free: (800) 732-1489 ext 6146

direct: (612) 940-0155

valerie.doyle@insourcemg.com

View Valerie Doyle's profile on LinkedIn

Valerie Doyle has 7 years of industry experience

Before joining forces with InSource, Val spent her professional energies gaining widespread knowledge and valuable experience in the areas of insurance, mortgage banking, and financial services.

Her most recent position was with Allianz Life as an Internal Retirement Consultant.  Through prior experience as an advisor at Ameriprise, coupled with her current CFP® studies, Val has developed an holistic approach to financial planning and providing solutions that help her clients meet their financial goals. She has her Chartered Retirement Planning Counselor (CRPC®) designation and will hold the Certified Financial Planner (CFP®) designation in 2018. Additionally, she has a 7, 63, and insurance license. Val’s goal is to become a great partner to her clients by providing excellent attention to detail while utilizing a consultative approach.

As an active community member, and in partnership with the Better Business Bureau, Val has volunteered by giving presentations to older adults on the awareness of scam artists and their latest tactics. In her spare time she enjoys traveling, spending time outdoors, and on her family farm in South Dakota.

 

 

All securities are offered through Navian Capital Securities, an independent broker dealer, Member FINRA/SIPC.