Lindsey Valen Wedner
Retirement Planning Specialist
Mobile Phone: 412-417-1403
Lindsey Valen Wedner has been engaged in the financial services industry since the summer of 2011. Lindsey believes it is critical to understand her clients’ goals—both short-term and long-term—and to ensure that the financial programs put in place continue to meet their changing needs and objectives.
Lindsey enjoys spending time with her husband and daughter, staying active, and enjoying all the fun that Pittsburgh has to offer.
Lindsey graduated from The Pennsylvania State University with degrees in Marketing and Business Law and currently maintains the FINRA Registration Series 7, 63, 65 as well as Life and Health Insurance licenses.
She completed the AXA At Retirement Wharton Program through the Wharton School of the University of Pennsylvania in 2015 and was awarded the Retirement Income Certified Professional designation through The American College in 2016.
Lindsey Valen Wedner is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Valen Financial is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable firstname.lastname@example.org. Complaints about an AXA Advisors FP should be directed to email@example.com.