Heirloom can provide a clear, objective view of where you stand and what might be possible.
Valerie Moeeni
Soon to be finance professional with a love for understanding people. As I wrap up my double major in psychology, I'm excited to bring a fresh new perspective to the finance world. By combining behavior with financial expertise, I aim to connect with clients on a deeper level. When I’m not busy working, you can find me indulging in my creative side through crafting or enjoying the great outdoors. Family time is super important to me, and I cherish the time spent with loved ones. I am thrilled to be a part of Heirloom and help make a positive impact on the client's lives we serve!
Heirloom can provide a clear, objective view of where you stand and what might be possible.
Schedule A Strategy Session with Our Team
This initial conversation is designed to understand your goals, current situation, and priorities. You'll have the opportunity to ask questions, explore how Heirloom's integrated approach works, and determine whether a longer-term relationship makes sense—without pressure or obligation.
Our Services
Wealth Management
A coordinated approach to managing investments, planning, and cash flow, designed to bring clarity and confidence to your financial life today and over time.
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Tax strategies integrated with your broader wealth plan, helping inform decisions, improve efficiency, and support long-term outcomes through coordinated planning.
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