Heather Valtier, CPCU, ARM, CRIS
Real Estate Practice Leader, Trucordia
Heather Valtier is a distinguished insurance executive with over 30 years of experience in the commercial insurance industry, specializing in all facets of real estate risk management.
As Real Estate Practice Leader at Trucordia, she oversees a team of seasoned professionals across Southern California, delivering strategic insurance solutions to a diverse portfolio of clients.
Heather’s expertise spans large, complex national schedules, including habitational, hospitality, office, industrial, and construction risks. Having worked her way up through the industry, she brings a deep understanding of client servicing needs and a hands-on approach to risk management.
She holds multiple industry designations—CPCU, ARM, and CRIS—and earned her MBA from Concordia University, Irvine. Known for her technical precision and detail-oriented mindset, Heather acts as an extension of her clients’ risk management teams. Her work includes identifying coverage gaps, conducting contract reviews and negotiations, and implementing proactive risk management practices tailored to each client’s unique needs.
Heather is committed to building long-term client relationships through exceptional service, strategic insight, and a client-first philosophy that protects assets and drives business continuity.
