DiscoverDaily Influence534. Empowering Confidence: Guiding Wealth and Purpose with Valerie Hogan
534. Empowering Confidence: Guiding Wealth and Purpose with Valerie Hogan

534. Empowering Confidence: Guiding Wealth and Purpose with Valerie Hogan

Update: 2025-08-12
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In this episode of Daily Influence, host Gregg-Brooke Koleno welcomes Valerie Hogan, JD, CFP® — a wealth advisor, attorney, author, and radio host who works at the intersection of finance, legacy, and purpose. Valerie shares her unique journey from science and law to philanthropy and wealth management, highlighting how she empowers individuals and families—especially women—to navigate financial leadership with confidence.

From supporting survivors of trafficking to guiding widows through transformative life changes, Valerie embodies responsible influence in action. Together, Gregg and Valerie explore the ripple effect of financial confidence, the evolving role of women in wealth transfer and leadership, and how to close the confidence gap in financial conversations.

This inspiring conversation is a reminder that asking questions, being bold, and embracing vulnerability can lead to meaningful growth and generational impact.

Learn more about Valerie and Clearwater Capital Partners here:

https://ccpwealth.com/team/valerie-n-hogan-jd-cfp/

https://www.linkedin.com/in/valeriehogan/

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534. Empowering Confidence: Guiding Wealth and Purpose with Valerie Hogan

534. Empowering Confidence: Guiding Wealth and Purpose with Valerie Hogan

IA Business Advisors