Get to know

Valerie Adelman

CFP®, CDFA™

  • Get to know her journey.

    Valerie Lasher-Adelman is a senior financial planner at William Howard & Co., where she brings nearly four decades of expertise in financial planning, client relations, and wealth management. She specializes in insurance, tax strategies, investments, and divorce planning as a Certified Divorce Financial Analyst (CDFA), serving clients in Boca Raton, Memphis, New York, and Gloucester.


    She has held significant leadership roles in both professional and community settings. Valerie previously chaired the Institute of Certified Financial Planners and served as secretary of Riverdale Main Streets Alliance. Passionate about financial literacy and education, she empowers women and children to manage their financial futures through her involvement at Girls Inc. of Westchester.


    Valerie earned a bachelor's degree in Psychology from SUNY Binghamton and a master's degree as an Education Specialist from the University of Michigan. Her expertise in financial planning has earned recognition in publications such as The New York Times, Business Week, CNBC, and Fortune, as well as local media affiliates including CBS, ABC, and Fox in New York.


    Beyond her professional accomplishments, Valerie enjoys fitness instruction, dancing, reading, knitting, cooking, and collecting costume jewelry. She cherishes time spent with her four grandchildren.

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Personalized Financial Guidance

Your financial journey is important.

With nearly four decades of experience, Valerie Adelman, CFP®, CDFA™, offers personalized financial planning services to individuals and families in Boca Raton, Florida. Specializing in insurance, tax strategies, investments, and divorce financial analysis, she is dedicated to helping clients make informed financial decisions. Her commitment to financial education ensures clients gain the confidence to navigate every stage of life with clarity.


Email Valerie for more information.

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Comprehensive Financial Solutions

Your goals are our priority.

Valerie provides a comprehensive suite of services tailored to meet the diverse needs of her clients in Boca Raton. She takes time to understand each client’s specific circumstances and long-term objectives, creating strategies that align with their financial future. Whether planning for retirement, managing investments, or preparing for major life changes, Valerie delivers independent, client-focused advice.

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Retirement planning for long-term security.
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Investment strategies tailored to your goals.
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Tax optimization to maximize wealth.
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Divorce financial guidance for transitions.
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Insurance solutions to protect your assets.
Get in touch.

We provide clear answers.

  • What is your approach to financial planning?

    Here we take a highly personalized approach, focusing on your specific financial situation and long-term goals. We consider tax strategies, investment management, and insurance planning to create a holistic financial plan designed for your future.

  • How can you assist with divorce financial planning?

    As a Certified Divorce Financial Analyst (CDFA™), Valerie helps clients navigate the financial complexities of divorce. She provides clarity on asset division, tax implications, and long-term financial planning, ensuring informed decision-making during this transition.



  • Do you offer virtual consultations?

    Yes, Valerie offers both in-person and virtual consultations to accommodate your schedule, providing accessible and convenient financial planning services tailored to your needs.