Valerie Hogan on Wealth, Legacy, and Giving

In this episode of Entrepreneurial Legacies, John Sleeting sits down with Valerie Hogan J.D., CFP?, a wealth advisor in the Family Office practice at Clearwater Capital Partners and a professional with a truly diverse background. Valerie’s journey spans from aspiring science student to practicing attorney and philanthropic advocate, culminating in her impactful work in wealth management. Drawing from personal experiences, including navigating family responsibilities after her father’s early passing, Valerie brings a deeply personal perspective to advising families on legacy and purposeful giving.

Throughout the conversation, Valerie highlights the importance of approaching legacy holistically—integrating financial, spiritual, and familial wealth to create a meaningful and enduring impact. Her passion for continuous learning and academic rigor equips her to navigate complex wealth scenarios with confidence and insight. Valerie also sheds light on the unique challenges women face in wealth management, sharing lessons from her collaborative projects with her mother, including their writing and radio programs.

Tune in for an inspiring discussion on building confidence, fostering meaningful legacies, and helping families align their wealth with their values.

?? Listen on Apple Music

?? Listen on Spotify

About Entrepreneurial Legacies

Welcome to "Clear Conversations" presented by Clearwater Capital Partners (CCP) a Family Office and Wealth Management firm. Clearwater Capital Partners exists to inspire and empower clients to live with confidence, joy, and a spirit of abundance.

The “Entrepreneurial Legacies” series, hosted by John Sleeting, Executive Partner with Clearwater Capital and Managing Partner of Family Office practice, delves behind the scenes into the stories and experiences of entrepreneurial families as a catalyst for learning and inspiration.?John facilitates the conversation with guests discussing their unique journeys: from new ventures, leadership challenges, scaling for growth, and liquidity events to incorporating estate strategy considerations, investment decision-making, philanthropy, and family governance, just to name a few.

By exploring the triumphs, setbacks, and pivotal decision-making processes, listeners will uncover the intricacies of successful entrepreneurial families as they consider ‘What’s Next?’.

To learn more about our host John Sleeting, head to our website, www.ccpwealth.com.

This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and Valerie Hogan are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.

Investment advice offered through Clearwater Capital Partners, a Registered Investment Advisor.