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Valerie P. Kaiser

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Forbes 2025

Valerie P. Kaiser, CFP®

Founding Partner

Connect with Valerie

Valerie Kaiser is a Founding Partner and Senior Wealth Adviser, bringing over 30 years of experience in financial planning, investment strategy, and risk management. She works with families, business owners, and executives to design thoughtful, long-term financial strategies.

Val co-founded EldenStreet Financial in 2015 alongside Tony Fulkerson and has played a central role in shaping the firm’s collaborative planning culture. She has served on industry advisory councils and has been recognized on Forbes’ Best-in-State Financial Security Professionals list. Val lives in Sterling, Virginia, with her husband Bruce.

Val is an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC, Member FINRA/SIPC. She holds the CERTIFIED FINANCIAL PLANNER™ designation.

Read more about the Forbes SHOOK® Research Top Financial Security Professionals list and the ranking methodology here: www.forbes.com/.

Client Approach

I approach financial planning as an ongoing partnership. I focus on helping clients understand their financial landscape clearly, so they can make informed decisions and feel confident navigating change over time.

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Where We Do Business

625 Elden Street, Suite 203
Herndon, VA 20170
Phone: 703-437-1700 | Fax: 703-471-7301
Info@EldenStreetFinancial.com

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Forbes 2025

Valerie P. Kaiser CFP®, 2025*

*Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/ .

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Disclosure

Joseph Fulkerson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4152196), DC, FL, IN, KY, MD, NC, NY, PA, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joseph Fulkerson is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Joseph Fulkerson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DC, FL, IN, KY, MD, NC, NJ, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Fulkerson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, DC, FL, IN, KY, MD, NC, NJ, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Joseph Fulkerson is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Valerie Kaiser is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0F39945), CO, CT, DC, DE, FL, GA, ID, KS, MA, MD, ME, NC, NE, NY, OH, OR, PA, SC, TN, TX, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Valerie Kaiser is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Valerie Kaiser is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, GA, KS, MD, ME, NC, NY, OR, SC, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Valerie Kaiser is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, CT, DC, DE, FL, GA, IN, KS, MA, MD, ME, NC, NJ, NY, OR, SC, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Ambika Bablani is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4349836), CT, DC, FL, GA, KS, MD, NC, NJ, NY, OR, PA, SC, TX, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Ambika Bablani is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Ambika Bablani is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, KS, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Ambika Bablani is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, FL, GA, KS, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Mario Orozco is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E84300), CO, CT, DC, DE, FL, GA, IN, KS, MA, MD, MI, NC, NE, NJ, NM, NY, OR, PA, SC, TN, TX, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mario Orozco is licensed and authorized to offer insurance in California, but ELDENSTREET FINANCIAL may not be. For additional information on California licensure status, please click here.

Mario Orozco is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, GA, KS, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Mario Orozco is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, DC, DE, FL, GA, KS, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Jonathan Serafin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, CO, DC, DE, FL, GA, MA, MD, NC, NY, OH, OK, OR, PA, SC, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Jonathan Serafin is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of AL, CO, DC, FL, GA, IL, MD, NC, NJ, OK, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jonathan Serafin is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CO, DC, FL, GA, IL, MD, NC, NJ, OK, PA, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Marguerite Wiese is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, DC, FL, IN, MA, MD, MN, NC, NJ, NY, and VA. No insurance business may be conducted outside the states referenced.

Marguerite Wiese is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 625 Elden St Ste 203, Herndon, VA, 20170, 703-437-1700. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, IN, MA, MD, MN, NC, NY, PA, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Marguerite Wiese is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, DC, FL, IN, MA, MD, MN, NC, NY, PA, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

ELDENSTREET FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ELDENSTREET FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
    • Our Firm
    • Our Team
    • Our Resources
    • Our Approach
    • Organization and Industry Involvement
  • EXPERTISE
    • Individual Solutions
    • Business Solutions
    • Investment Planning
    • Navigating Income Tax
    • Special Needs Planning
    • Life Plan Strategies for Your Business
    • Working With Other Advisors
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