Valley Pension team strives to safeguard retirement
BY MARG JACKSON
Recently celebrating their 20th year in business, the ladies leading Valley Pension Services, Inc., couldn’t be happier to continue serving the Central Valley and beyond.
President Sonia Casares and CFO Diane J. Rovedatti are at the helm of the business, a firm they started some two decades ago with former partner Theresa Ehrler, who is now retired. Both Casares and Rovedatti graduated from California State University, Stanislaus.
Casares said she first got involved in the business while in college, attending Modesto Junior College at that time and starting as an office helper, primarily doing filing, and ended up pursuing the pension business as a career.
“I stayed in the industry the whole time,” she said.
A member of the National Institute for Pension Administrators, Casares also holds the designation of Accredited Pension Administrator and has more than 30 years of experience.
After the firm she initially worked for was sold, Casares said five of the female employees went to management collectively and asked for a 10 percent raise. They were turned down.
“So three of us left and opened our own business,” she said of the formation of Valley Pension Services, VPS. “There have been ups and downs but we just celebrated our 20th year and we are counting our blessings.”
Open Monday through Thursday and located in the PMZ Building at 1200 Scenic Drive, Suite 101 in Modesto, Casares said they have multiple clients based in the Modesto area, as well throughout the Central Valley, the Bay Area and even across the country.
“We do all forms of retirement plans,” Casares said, with VPS handling the paperwork for clients and staying in touch with the investment firms that help build those 401k plans and retirement portfolios.
“We also educate people,” she added, noting that many plans provide options for clients to have access to some of their cash prior to retirement, and the firm is there to advise them in that area.
Casares is also bilingual and is able to assist Spanish-speaking clients.
CFO Rovedatti, like Casares, has an Accredited Pension Administrator designation and is a member of the National Institute for Pension Administrators. She also has been in the business for over 30 years.
“We get to work with and help the business owners and the employees,” Casares summarized. “The best part is when we see our clients retire, with money in their account, and they get to go enjoy that.”
For more information, contact VPS at 209-572-7410.