Direct Line 954.267.8555
Fax 954.493.7701
Email: vschnell@cpgfl.com

Valerie's vast insurance industry experience and unwavering commitment to simplifying the insurance process for clients has made her an invaluable member of the Capital Planning Group Team. Valerie began her career at Capital Planning Group in 1999 as a new business specialist. Her role has since expanded to include responsibility for all insurance operations. Prior to joining Capital Planning Group, Valerie served in insurance operations support roles for a variety of insurance firms in South Florida, including MassMutual, First Financial Resources and Equitable Life Assurance Society of the U.S..
"The insurance application process is often perceived as burdensome to clients, particularly when the structure of the case is complex. We specialize in sophisticated insurance and estate planning strategies and take pride in taking the pain out of the process. We do all the heavy lifting, so our clients don't have to."

Professional Services

• Individual Insurance
• Operations

Qualifications

• NASD Series 6
• Florida Life, Health and Variable Annuity Insurance Licenses

Personal

Member of WIFS (Women in Insurance and Financial Services)