BACKGROUND
& EXPERIENCE

Valerie started working at the front desk of a TPA after graduating with a degree in Economics from San Francisco State University in 2006. From answering phones and sorting mail, she quickly moved her way through to loans and distributions, trust accounting and administrative support. In a little over a year, she became a plan administrator.

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Valerie lives in San Clemente with her husband Mark, son Samuel and dog, Sookie. They spend most of their free time at the beach, traveling, golfing and attending live music events.

Valerie Ventura, APA

Senior Retirement

Plan Consultant

valerie.ventura@crossplans.com

714-210-4164 ext. 812 Voice

714-975-8326 Direct

Be in love with your life. Every minute of it. 

- Jack Kerouac

23041 Avenida de la Carlota, Suite 300

Laguna Hills, CA 92653

714.210.4164 

949.387.0611 Fax

info@crossplans.com

CAREERS

PRIVACY POLICY